Get the free DONOR-ADVISED GRANT RECOMMENDATION FORM - foundationhoc

DONORADVISED GRANT RECOMMENDATION From The Community Foundation of Perkier & Oneida Counties, Inc. 2608 Geneses Street. Utica, NY 13502 P: 3157358212 F: 3157359363 www.foundationhoc.org FUND NAME:

How to fill out donor-advised grant recommendation form

How to fill out a donor-advised grant recommendation form:

1. Start by carefully reviewing the instructions provided with the form. These instructions will guide you through the process and ensure that you provide all the necessary information.
2. Begin by providing your personal information, such as your name, address, email, and phone number. This will help the organization or foundation to contact you if they have any questions or need additional information.
3. Next, specify the name of the fund or donor-advised account through which you are making the grant recommendation. This is important as it will ensure that the funds are allocated correctly.
4. Clearly state the amount of the grant you are recommending. Be sure to double-check the accuracy of the amount to avoid any mistakes.
5. Describe the purpose or goal of the grant. Explain the specific project, program, or initiative that you believe deserves funding. Provide sufficient details to help the organization understand the significance and impact of your recommendation.
6. If applicable, include any additional documents or supporting materials that can provide further information about the project or organization you are recommending for the grant. This could include brochures, project proposals, or financial statements.
7. Indicate any specific conditions or restrictions you want to place on the grant, if applicable. For example, if you want the funds to be used for a particular aspect of the project or within a specified timeframe, make sure to clearly communicate your preferences.
8. Finally, sign and date the form to officially authorize the grant recommendation. Your signature confirms that the information provided is accurate and that you are giving consent for the funds to be dispersed according to your recommendation.

Who needs donor-advised grant recommendation forms?

1. Individuals or families who have established a donor-advised fund or account. Donor-advised grant recommendation forms are generally required by the sponsoring organization or foundation to ensure that the grants align with the fund's purpose and guidelines.
2. Nonprofit organizations and charitable projects seeking funding. These forms are necessary for organizations to receive grants from donor-advised funds. By submitting a grant recommendation form, individuals are putting forward a suggestion to the sponsoring organization on which charitable projects or organizations should receive support.
3. Foundation or fund administrators. Donor-advised grant recommendation forms are essential for administrators to review and process grant recommendations. These forms provide the necessary information and documentation to make informed decisions on fund disbursements.

For pdfFiller’s FAQs

Can I sign the donor-advised grant recommendation form electronically in Chrome?

You certainly can. You get not just a feature-rich PDF editor and fillable form builder with pdfFiller, but also a robust e-signature solution that you can add right to your Chrome browser. You may use our addon to produce a legally enforceable eSignature by typing, sketching, or photographing your signature with your webcam. Choose your preferred method and eSign your donor-advised grant recommendation form in minutes.

Can I create an eSignature for the donor-advised grant recommendation form in Gmail?

Upload, type, or draw a signature in Gmail with the help of pdfFiller’s add-on. pdfFiller enables you to eSign your donor-advised grant recommendation form and other documents right in your inbox. Register your account in order to save signed documents and your personal signatures.

How do I edit donor-advised grant recommendation form on an iOS device?

Yes, you can. With the pdfFiller mobile app, you can instantly edit, share, and sign donor-advised grant recommendation form on your iOS device. Get it at the Apple Store and install it in seconds. The application is free, but you will have to create an account to purchase a subscription or activate a free trial.

What is donor-advised grant recommendation form?

The donor-advised grant recommendation form is a document used by donors to recommend grants from their donor-advised funds to qualified charities.

Who is required to file donor-advised grant recommendation form?

Donors who have donor-advised funds are required to file the grant recommendation form when recommending grants to charities.

How to fill out donor-advised grant recommendation form?

Donors must fill out the grant recommendation form by providing information about the recommended charity, the grant amount, purpose of the grant, and any other required details.

What is the purpose of donor-advised grant recommendation form?

The purpose of the donor-advised grant recommendation form is to document and track grants made from donor-advised funds to ensure compliance with IRS regulations.

What information must be reported on donor-advised grant recommendation form?

The donor-advised grant recommendation form must include details such as the name and EIN of the recommended charity, grant amount, purpose of the grant, date of recommendation, and donor's contact information.