Get the free Donor advised fund agreement - Juneau Community Foundation - juneaucf

DONOR ADVISED FUND AGREEMENT This Agreement is made by and between (Donors) and the Juneau Community Foundation (the Foundation×. Of Juneau, Alaska WHEREAS: The Foundation strives to respond to the

How to fill out donor advised fund agreement

How to fill out donor advised fund agreement?

1. Obtain a copy of the donor advised fund agreement form from the organization or institution managing the fund.
2. Read the instructions and guidelines provided along with the agreement form to understand the requirements and limitations of the fund.
3. Provide your personal information, including your full legal name, address, phone number, email address, and social security number or tax identification number.
4. Include the name of the fund or charitable organization you wish to establish the donor advised fund with.
5. Specify the initial contribution amount that you intend to donate to the fund. This can be a cash donation, securities, or other types of assets.
6. Indicate whether you would like to remain anonymous or have your name disclosed when grants are made from the fund.
7. Include any specific instructions or restrictions you have for how grants should be made from the fund.
8. Designate any successor advisors or individuals who can continue to make grant recommendations in the event of your incapacity or passing.
9. Sign and date the donor advised fund agreement form.
10. Submit the completed agreement form to the organization managing the fund.

Who needs donor advised fund agreement?

1. Individuals who wish to establish a long-term philanthropic strategy and make charitable donations over time.
2. Donors who want to take advantage of immediate tax deductions for their contributions while retaining the ability to recommend grants from the fund in the future.
3. Wealthy individuals or families looking for a structured approach to charitable giving and the flexibility to support multiple charitable organizations.
4. Donors who want to involve their family members in the philanthropic decision-making process through the establishment of a family donor advised fund.
5. Charitable organizations or non-profit institutions that want to offer their donors a streamlined and efficient process for making charitable contributions.

It is important to consult with a legal or financial advisor to ensure you are aware of any specific legal or tax implications associated with filling out a donor advised fund agreement, as laws and regulations may vary in different jurisdictions.

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What is donor advised fund agreement?

A donor advised fund agreement is a contract between a donor and a charitable organization that specifies how funds donated to the organization will be used and managed.

Who is required to file donor advised fund agreement?

The charitable organization that receives the donor advised funds is required to file the donor advised fund agreement.

How to fill out donor advised fund agreement?

The donor advised fund agreement can be filled out by including the donor's information, the amount of funds donated, the intended use of the funds, and any specific instructions or restrictions from the donor.

What is the purpose of donor advised fund agreement?

The purpose of a donor advised fund agreement is to ensure that the donor's intentions for the use of their funds are carried out by the charitable organization.

What information must be reported on donor advised fund agreement?

The donor's information, the amount of funds donated, the intended use of the funds, and any specific instructions or restrictions from the donor must be reported on the donor advised fund agreement.