Get the free DONOR-ADVISED GRANTMAKING RECOMMENDATION FORM - lehighvalleyfoundation

DONOR ADVISED GRANT RECOMMENDATION FORM Fund Name As donor advisor to the above Fund, I recommend that the Board of Governors of the Leigh Valley Community Foundation consider the following grant

How to fill out donor-advised grantmaking recommendation form

How to Fill Out a Donor-Advised Grantmaking Recommendation Form:

1. Start by gathering all the necessary documents and information. This may include details about the grant recipient, their organization, their mission, the specific purpose of the grant, and the amount being requested.
2. Read the instructions carefully to ensure you understand the requirements and any specific guidelines for the form. Pay attention to any deadlines or additional documents that need to be submitted along with the form.
3. Fill out the basic information section of the form, which typically includes your name, contact information, and the name of the donor-advised fund through which you are making the recommendation.
4. Provide details about the grant recipient. This may include their legal name, address, and contact information. Additionally, you may need to include information about their organization, such as its mission, activities, and any previous grants they have received.
5. Clearly state the purpose of the grant and how the funds will be used. Explain why the project or program is important and how it aligns with the mission and goals of the donor-advised fund.
6. Specify the amount of funding you are recommending for the grant. Be sure to adhere to any minimum or maximum grant amounts specified by the fund.
7. If applicable, provide any additional information or documentation required by the grantmaking organization. This could include financial statements, budgets, or project plans.
8. Review the form thoroughly before submitting it. Check for any errors or missing information. Make sure all the necessary signatures and dates are included.

Who Needs a Donor-Advised Grantmaking Recommendation Form:

1. Individual donors who have established a donor-advised fund and wish to recommend grants to charitable organizations or projects.
2. Nonprofit organizations or individuals seeking funding for their charitable initiatives.
3. Grantmaking organizations or foundations that use donor-advised funds as a mechanism for distributing grants.

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What is donor-advised grantmaking recommendation form?

The donor-advised grantmaking recommendation form is a document used by donors to recommend grants from their donor-advised fund to charitable organizations.

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

Donors who have donor-advised funds are required to file the grantmaking recommendation form.

How to fill out donor-advised grantmaking recommendation form?

Donors can fill out the grantmaking recommendation form by providing information about the charitable organization receiving the grant, the amount of the grant, and any specific instructions for the use of the funds.

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

The purpose of the grantmaking recommendation form is to ensure that grants from donor-advised funds are used for charitable purposes and in accordance with IRS regulations.

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

The grantmaking recommendation form must include details about the charitable organization receiving the grant, the amount of the grant, and any specific instructions for the use of the funds.