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United Way Worldwide International Donor Advised Giving INTERNATIONAL DONOR ADVISED FUND APPLICATION FORM I. PRIMARY DONOR INFORMATION Full Name Street Address City, State, Zip, Country Direct Telephone

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How to fill out donor advised fund application

How to fill out a donor advised fund application:

01

Start by gathering all the necessary information and documents, such as your personal identification information, financial statements, and any specific requirements outlined by the fund.

02

Carefully read through the application form and instructions provided. Make sure you understand the questions being asked and the information required.

03

Begin filling out the form systematically, starting with basic personal information like your name, address, and contact details. Provide accurate and up-to-date information.

04

Proceed to provide details about your philanthropic goals and interests. Explain why you are interested in establishing a donor advised fund and how you plan to use it for charitable giving.

05

Some applications may require you to outline your proposed grantmaking strategy or provide specific details about the organizations you plan to support. Be prepared to provide relevant information in these sections.

06

If there are any requirements for minimum contribution amounts, indicate the desired contribution level and how you plan to fulfill this commitment. Specify whether it will be a one-time contribution or if you intend to make regular contributions to the fund.

07

Before submitting the application, review all the information you have provided and double-check for any errors or omissions. It's always a good idea to have someone else review the application as well to ensure accuracy.

08

Finally, submit the application as per the instructions provided by the fund. This may involve sending the form electronically or through traditional mail. Keep copies of the application and any supporting documents for your records.

Who needs a donor advised fund application:

01

Individuals or families who want to strategically manage their charitable giving and have a long-term impact on the causes they care about.

02

Philanthropists who wish to consolidate their charitable giving under a single fund, simplifying the process of making grants to various nonprofits.

03

High-net-worth individuals who want to maximize their tax benefits by contributing appreciated assets to a donor advised fund.

04

Families who want to involve multiple generations in philanthropy and facilitate conversations about charitable giving within the family.

05

Businesses or corporations seeking a structured way to establish a corporate giving program and engage employees in philanthropy.

Remember, the specific eligibility requirements for a donor advised fund may vary depending on the fund provider or organization managing the fund. It is important to research and understand the requirements of the particular fund you are interested in before beginning the application process.

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What is donor advised fund application?

A donor advised fund application is a form used to request grants from a donor advised fund.

Who is required to file donor advised fund application?

Donors or organizations managing donor advised funds are required to file the application.

How to fill out donor advised fund application?

The application can be filled out online or in paper form, providing information about the grant request and purpose.

What is the purpose of donor advised fund application?

The purpose of the application is to ensure that grants are requested for charitable purposes and in compliance with IRS regulations.

What information must be reported on donor advised fund application?

Information such as the amount requested, recipient organization, purpose of the grant, and any additional documentation may be required.

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