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Get the free Legacy Advised Fund Application - The Orchard Foundation

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Legacy Advised Fund Application 8595 Explorer Drive Colorado Springs, CO 809 20 Toll Free: 888.689.6300 Fax: 719.268.7256 ...
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How to fill out legacy advised fund application

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How to fill out a legacy advised fund application:

01
Start by obtaining the application form for the legacy advised fund. This form can usually be found on the organization's website or by requesting it directly from them.
02
Carefully read through the instructions provided on the application form. Make sure you understand all the requirements and any supporting documents that may need to be included.
03
Begin filling out the personal information section of the application. This will typically include your full name, contact details, and any other necessary identifying information.
04
Provide details about your relationship to the organization or cause for which the legacy advised fund is established. This could include information about your connection to the group, your personal motivation for supporting their mission, or any previous involvement you've had with them.
05
Fill in the financial information section of the application. This may include details about your current financial situation, such as income, assets, and liabilities. It may also ask for information about any previous donations or contributions you've made to the organization.
06
Include any additional information or supporting documents that are requested. This could include things like a copy of your will or trust documents, proof of identification, or any relevant legal documentation.
07
Once you have completed all the necessary sections of the application form, review it carefully to ensure that all the information provided is accurate and complete. Make any necessary corrections or additions before submitting it.
08
Submit the completed application form along with any required supporting documents to the organization. This can usually be done either by mail, email, or through an online submission portal. Follow the instructions provided to ensure your application is received and processed correctly.

Who needs a legacy advised fund application?

01
Individuals who wish to leave a lasting impact on an organization or cause through a targeted charitable donation.
02
Donors who want to provide ongoing support and guidance to an organization even after their passing.
03
Those who want to ensure that their philanthropic goals and values are carried out in perpetuity through the use of a legacy advised fund.
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Legacy advised fund application is a form that must be submitted by charitable organizations to request funding from a donor-advised fund established by a donor.
Charitable organizations who wish to receive funding from a donor-advised fund are required to file a legacy advised fund application.
To fill out a legacy advised fund application, organizations must provide detailed information about their mission, programs, financials, and how the funding will be used.
The purpose of legacy advised fund application is to ensure that funding from donor-advised funds is allocated to charitable organizations that align with the donor's wishes and values.
Information required on a legacy advised fund application includes the organization's mission statement, programs, financial statements, and how the funding will be utilized.
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