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Donor Advised Fund Agreement This fund agreement (Agreement) is made this day of, 20, between Trickles Foundation, a foundation (Foundation×, and (Donor) to establish a Donor Advised Fund of the

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What is donor advised fund agreement?

A donor advised fund agreement is a written agreement between a donor, a sponsoring organization, and a charitable organization that outlines the terms and conditions for establishing and operating a donor advised fund.

Who is required to file donor advised fund agreement?

The sponsoring organization that manages the donor advised fund is required to file the donor advised fund agreement.

How to fill out donor advised fund agreement?

The donor advised fund agreement should be filled out by including information about the donor, the charitable organization, the purpose of the fund, and any specific instructions for grant distributions.

What is the purpose of donor advised fund agreement?

The purpose of the donor advised fund agreement is to establish the terms and conditions for the donor advised fund, including how contributions will be made, invested, and distributed to charitable organizations.

What information must be reported on donor advised fund agreement?

The donor advised fund agreement must include information about the donor, the sponsoring organization, the charitable organization, the purpose of the fund, and any restrictions on grants.

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