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DonorAdvised Fund Agreement Welcome to the Community Foundation of Anne Arundel County This agreement is made on 201 between the Community Foundation of Anne Arundel County, Inc. (CAAC) and (the Founders)

How to fill out donor-advised fund agreement

How to fill out a donor-advised fund agreement:

1. Review the donor-advised fund agreement form carefully. Make sure you understand the terms and conditions outlined in the agreement.
2. Provide your personal information, including your name, address, contact details, and social security number. This information is necessary for identification and tax purposes.
3. Indicate the amount you wish to contribute to the donor-advised fund. This can be in the form of cash, securities, or other assets. Be specific and provide details about the assets if required.
4. Select the charitable organization(s) to which you intend to recommend grants from the fund. You may choose multiple organizations, but check whether there are any restrictions or requirements for eligible charities.
5. Decide on the investment options for your donor-advised fund. Some funds allow you to choose among various investment strategies, while others may have predetermined options. Consider your risk tolerance and financial goals when making your selection.
6. Establish a name for your donor-advised fund, if applicable. Some programs allow you to personalize the name of your fund, which can add a personal touch and make it easier to identify.
7. Specify any additional instructions or preferences regarding the distribution of funds, if necessary. This may include restrictions on the use of funds or specific purposes you want the donations to support.
8. Sign and date the donor-advised fund agreement. Make sure to keep a copy for your records.

Who needs a donor-advised fund agreement?

1. Individuals or families who want to establish a charitable fund and have control over where the funds are directed.
2. Donors who wish to contribute to various charitable organizations but want to streamline the process by managing all their donations through a centralized fund.
3. Those seeking to maximize the tax benefits of their charitable giving by leveraging the deductibility of contributions to a donor-advised fund.
4. Philanthropists who want to involve future generations in the family's philanthropic efforts and pass on their charitable values.
5. Nonprofits or charitable organizations looking to establish a donor-advised fund program to facilitate and manage donations from their donors.

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What is donor-advised fund agreement?

A donor-advised fund agreement is a written agreement between a donor and a sponsoring organization that establishes the terms and conditions of the charitable fund.

Who is required to file donor-advised fund agreement?

The donor is required to file the donor-advised fund agreement.

How to fill out donor-advised fund agreement?

The donor must provide all necessary information and details requested in the donor-advised fund agreement form.

What is the purpose of donor-advised fund agreement?

The purpose of donor-advised fund agreement is to outline the guidelines for how the charitable fund will be managed and distributed.

What information must be reported on donor-advised fund agreement?

Information such as the donor's name, contact information, donation amount, designated charities, investment options, and grant distribution instructions must be reported on the donor-advised fund agreement.