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Franklin Templeton Charitable Giving Fund Grant Recommendation Form Please complete this form to recommend a grant to a charitable organization. A grant recommendation can also be made online. Note that the grant approval and delivery of funds to the intended charity may take up to 14 days. Grants are mailed directly to the charitable organization. Additional forms and the Franklin Templeton Charitable Giving Fund Online Guide can be downloaded at franklintempleton.com. 1 ACCOUNT INFORMATION...
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Point by point, here is how to fill out Franklin Templeton Charitable Giving and who may benefit from it:

How to fill out Franklin Templeton Charitable Giving:

01
Start by gathering all necessary information: This includes personal details such as your name, address, and contact information. You will also need to provide information about the charity or organization you wish to donate to, such as their name, address, and Tax ID number.
02
Determine the donation method: Franklin Templeton Charitable Giving offers various ways to make a gift, including cash, appreciated securities, real estate, or other assets. Choose the most suitable option for your circumstances.
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Select the type of fund: Franklin Templeton Charitable Giving provides several fund options, such as Donor-Advised Funds (DAFs) or Charitable Remainder Trusts (CRTs). Research the different funds and choose the one that aligns with your philanthropic goals and financial situation.
04
Consult with your financial advisor: If you have any doubts or questions regarding the potential tax implications or financial benefits of your donation, it is important to seek advice from a qualified professional.
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Complete the application: Fill out the necessary forms provided by Franklin Templeton Charitable Giving, making sure to provide accurate and complete information.
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Review and submit your application: Double-check all the details entered on the application form to ensure accuracy. If everything is in order, submit the application as directed by Franklin Templeton Charitable Giving.

Who needs Franklin Templeton Charitable Giving:

01
Individuals and families with philanthropic interests: If you have a desire to make a lasting impact through charitable giving and want to streamline the process, Franklin Templeton Charitable Giving can help you efficiently manage your donations.
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High-net-worth individuals or families: For those with significant assets or complex financial situations, Franklin Templeton Charitable Giving offers expert guidance on tax-efficient strategies and charitable giving solutions.
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Donors seeking flexibility and control: Franklin Templeton Charitable Giving allows you to establish a Donor-Advised Fund (DAF), which provides you with the ability to recommend grants to your favorite charities over time.
04
Investors looking for increased tax benefits: By donating appreciated securities or other assets, you may be eligible for significant tax advantages, including potential income tax deductions and capital gains tax avoidance.
Please note that before engaging in any charitable giving or financial planning, it's crucial to consult with a professional advisor who can tailor guidance to your specific circumstances.
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Franklin Templeton Charitable Giving is a program that allows individuals and organizations to donate funds to selected charitable causes.
Individuals and organizations who contribute to the Franklin Templeton Charitable Giving program are not required to file anything. However, they may receive a tax receipt for their donation.
To contribute to the Franklin Templeton Charitable Giving program, individuals and organizations can visit the official website or contact Franklin Templeton directly for instructions on how to make a donation.
The purpose of Franklin Templeton Charitable Giving is to provide a platform for individuals and organizations to support charitable causes and make a positive impact on society.
Individuals and organizations who contribute to the Franklin Templeton Charitable Giving program may need to provide their personal or organizational details, as well as the amount and purpose of the donation.
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