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DESIGNATED FUND GIFT INSTRUMENT Section One Donor(s) DONOR 1 DONOR 2 Full Name: Full Name: Birthdate: / / Gender: Birthdate: / / Gender: Address: Address: City: State: Zip: City: State: Zip: Primary

How to fill out designated fund gift instrument

How to fill out a designated fund gift instrument:

1. Carefully read the instructions provided with the designated fund gift instrument to understand the specific requirements and guidelines.
2. Begin by filling out the header section of the form, which typically includes the donor's name, contact information, and the date of the gift.
3. Provide specific details about the designated fund, such as its name, purpose, and any restrictions or special instructions.
4. Indicate the amount of the gift or assets being contributed to the designated fund. This could be in the form of cash, securities, real estate, or other types of assets.
5. Specify whether the gift is a one-time contribution or if it will be made in installments over a specific period. If applicable, include the frequency and duration of the installments.
6. If desired, include any additional information or conditions for the gift, such as how the funds should be invested or used, any naming opportunities, or any preferences for annual distributions from the fund.
7. Review the completed designated fund gift instrument for accuracy and completeness. Make any necessary corrections before proceeding.
8. Sign and date the form at the designated spaces, ensuring that all required signatures are included. This may include the donor's signature, as well as any necessary witnesses or representatives from the organization or foundation receiving the gift.
9. Keep a copy of the completed designated fund gift instrument for your records, and submit the original form to the designated recipient as instructed.

Who needs a designated fund gift instrument:

1. Individuals or families who wish to make a significant charitable contribution and want to ensure the funds are used for a specific purpose or cause.
2. Foundations or organizations that manage charitable funds and need a clear and legally binding document to govern the use and administration of a designated fund.
3. Donors who want to leave a lasting legacy by establishing a fund that will continue to benefit a specific cause or organization even after their lifetime.
4. Nonprofit organizations or charities that have established designated fund programs or initiatives and need a formal process to receive and manage contributions for those funds.
5. Financial advisors or estate planners who assist clients in determining the best strategies for philanthropic giving and establishing a designated fund as part of their overall financial and estate planning goals.

For pdfFiller’s FAQs

What is designated fund gift instrument?

A designated fund gift instrument is a legal document that allows individuals to allocate a specific amount of money or assets to a designated fund for a specific purpose.

Who is required to file designated fund gift instrument?

Individuals or organizations who wish to make a designated gift to a fund are required to file a designated fund gift instrument.

How to fill out designated fund gift instrument?

To fill out a designated fund gift instrument, you will need to provide information about the donor, the designated fund, the amount or assets being donated, and the purpose of the gift.

What is the purpose of designated fund gift instrument?

The purpose of a designated fund gift instrument is to ensure that the donor's gift is allocated to the specific fund and purpose they have chosen.

What information must be reported on designated fund gift instrument?

The designated fund gift instrument must include information about the donor, the designated fund, the amount or assets being donated, and the purpose of the gift.

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