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Donor Advised
Fund Agreement
This agreement (Agreement) is made to create a donor advised fund between
___ (collectively, Donor) and Benton Community Foundation (BCF×.
The terms of this Agreement
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How to fill out donor advised fund
How to fill out a donor-advised fund:
01
Research and choose a donor-advised fund sponsor or provider. There are numerous organizations that offer donor-advised funds, such as community foundations or financial institutions. Compare their fees and services to find the best fit for your charitable giving goals.
02
Complete the application process. Contact the chosen donor-advised fund sponsor and complete their application form. You may be required to provide personal information, such as your name, contact information, and social security number or tax identification number.
03
Determine the funding source. Decide how much money or assets you want to contribute to the donor-advised fund. This can be in the form of cash, appreciated securities, or other types of assets. Consult with a tax advisor or financial planner to understand the tax implications of your contribution.
04
Make an initial contribution. Transfer the agreed-upon amount to the donor-advised fund sponsor. They will establish an account in your name or the name you designate for your fund.
05
Recommend grants. Once your donor-advised fund is established and funded, you can start recommending grants to eligible charities. Research and select the charitable organizations you want to support and specify the amount you would like to grant from your fund.
06
Engage in philanthropic planning. Take advantage of the resources provided by your donor-advised fund sponsor, such as philanthropic workshops or educational materials. These resources can help you understand effective giving strategies, maximize the impact of your grants, and learn more about the causes you care about.
07
Maintain the fund. Monitor the balance of your donor-advised fund regularly. Review the investments (if applicable) and make adjustments as needed. Stay engaged with the organization managing your donor-advised fund and update your grant recommendations as your charitable interests evolve.
Who needs a donor-advised fund?
01
Individuals or families seeking to streamline their charitable giving. Donor-advised funds provide a centralized platform for managing various charitable contributions.
02
High-net-worth individuals interested in maximizing tax benefits. By contributing appreciated assets directly to a donor-advised fund, individuals could potentially receive immediate tax deductions while avoiding capital gains taxes.
03
Those wanting to involve future generations in their philanthropic efforts. Donor-advised funds offer the opportunity to establish a family legacy of giving by including children or grandchildren as successor advisors to the fund.
04
Philanthropists seeking to remain anonymous. Donor-advised funds allow individuals to make grants to charitable organizations without disclosing their personal identities, if desired.
05
Supporters of community foundations or other donor-advised fund sponsors. Choosing a donor-advised fund at a local community foundation or a specific organization allows individuals to align their giving with a particular cause or location.
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What is donor advised fund?
A donor advised fund is a charitable giving vehicle that allows donors to make contributions to a fund, which in turn can be distributed to charitable organizations.
Who is required to file donor advised fund?
Donors who have established a donor advised fund are required to file with the IRS.
How to fill out donor advised fund?
Donors can fill out donor advised fund forms provided by their fund administrator or financial institution.
What is the purpose of donor advised fund?
The purpose of donor advised funds is to simplify and potentially increase charitable giving by allowing donors to make contributions to a fund and recommending grants to charitable organizations.
What information must be reported on donor advised fund?
Donors must report contributions to the fund, grants made from the fund, and any investment earnings on the fund.
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