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Date Received Date Approved By Whom 1) 2) Date Check(s) Sent DISTRIBUTION SUGGESTION FORM FOR DONOR ADVISED FUNDS To the Community Foundation for South Central New York, Inc.: I suggest the Community
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How to fill out donor advised distribution form

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How to fill out a donor advised distribution form:

01
Obtain the necessary form: Contact your donor advised fund (DAF) provider to request a copy of the donor advised distribution form. This form is typically available on their website or can be mailed to you upon request.
02
Provide donor information: Fill out the donor section of the form, which usually includes your name, address, and contact information. Some forms may also require you to provide your donor advised fund account number or other identification details.
03
Select the distribution amount: Indicate the amount you wish to distribute from your donor advised fund. This can be a specific dollar amount or a percentage of your fund balance. Be sure to check the minimum distribution requirements set by your DAF provider.
04
Choose the recipient organization: Specify the name and address of the nonprofit organization(s) you want to receive the distribution. Include any additional details required, such as the purpose of the donation or any specific programs or initiatives you would like to support.
05
Provide distribution instructions: If you have any specific instructions regarding the use of the funds, state them clearly in this section of the form. For example, you may request that the funds be used for a particular project or that they be held as an endowment.
06
Sign and date the form: Once you have completed all the necessary fields, sign and date the donor advised distribution form. Some forms may require additional authorizations or signatures, such as those for joint accounts or if the distribution is designated as a grant to a public charity.

Who needs a donor advised distribution form?

01
Individuals with donor advised funds: Donor advised distribution forms are required by individuals who have established donor advised funds, which allow them to make charitable contributions and have control over the distribution of those funds.
02
Charitable organizations: Nonprofit organizations receiving donations from donor advised funds will often request that the donors fill out a donor advised distribution form to ensure accurate processing and acknowledgment of the donation.
03
Donor advised fund providers: Donor advised distribution forms are necessary for donor advised fund providers to track and process the requested distributions from their clients' accounts, ensuring that the funds are appropriately directed to the intended charities or nonprofit organizations.
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Donor advised distribution form is a form used by donors to recommend distributions from their donor advised funds to qualified charities.
Donors who have donor advised funds are required to file donor advised distribution form.
To fill out donor advised distribution form, donors need to provide information about the recommended distribution amount, recipient charity, and purpose of the donation.
The purpose of donor advised distribution form is to facilitate the recommendation and processing of distributions from donor advised funds to qualified charities.
Information such as recommended distribution amount, recipient charity, and purpose of the donation must be reported on donor advised distribution form.
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