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Donor Advised Fund Recommendation Form As an advisor to the Fund (Fund Code), I/we recommend the following grant to be considered by the Community Foundation of West Kentucky, Inc. Grant Amount: Name

How to fill out donor advised fund recommendation

How to fill out a donor advised fund recommendation:

1. Start by gathering the necessary information: Before filling out the donor advised fund (DAF) recommendation, collect all the essential details such as the name, contact information, and tax identification number of the recommended charity or organization.
2. Identify your donor advised fund provider's requirements: Different DAF providers may have specific guidelines and forms to fill out. It is important to review and understand these requirements before proceeding with the recommendation process.
3. Complete the recommendation form: Fill out the donor advised fund recommendation form provided by your DAF provider. Include all the requested information accurately and thoroughly. This may include details about the recommended charity, the purpose of the donation, the amount, and any specific instructions.
4. Attach supporting documentation, if required: Depending on the DAF provider, you may need to attach additional documentation to support the recommendation, such as a letter from the charity confirming its tax-exempt status or a grant agreement if it involves a specific project.
5. Review and verify the information: Before submitting the recommendation, thoroughly review all the information provided on the form. Ensure that the details are accurate and complete to avoid any delays or issues with processing the donation.
6. Submit the recommendation: Once you are satisfied with the accuracy of the information, submit the completed donor advised fund recommendation form to your DAF provider. Follow their specific submission process, which may involve mailing, faxing, or submitting electronically through an online portal.

Who needs donor advised fund recommendation?

1. Individuals or families with charitable giving goals: Donor advised fund recommendations are beneficial for individuals or families who want to support charitable causes and have a long-term strategic approach to their giving. It allows them to organize and manage their charitable donations efficiently.
2. High-net-worth individuals or households: Donor advised funds are often utilized by individuals or households with significant financial means who are seeking effective ways to manage their charitable giving. DAFs provide a structured platform for distributing funds to worthy causes over time, providing tax benefits and flexibility.
3. Philanthropic individuals or corporations: Donor advised fund recommendations are also relevant for philanthropic individuals or corporations looking to establish a structured and strategic approach to their giving. It allows them to fund specific charitable organizations or projects while maintaining a level of control and involvement.

Overall, anyone interested in maximizing the impact of their charitable giving and gaining tax benefits may consider using a donor advised fund and, consequently, filling out donor advised fund recommendations.

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