Get the free Donor Advised Fund Agreement #2 (00139400.DOC;1) - jaxcf

DRAFT SAMPLE AGREEMENT DISCRETIONARY ENDOWMENT FUND AGREEMENT This Discretionary Endowment Fund Agreement is made to establish an endowed fund to be known as the name of fund (the Fund) within The

How to fill out donor advised fund agreement

How to fill out a donor advised fund agreement:

1. Review the donor advised fund agreement form provided by your chosen financial institution or foundation. Familiarize yourself with the terms and requirements outlined in the document.
2. Gather all the necessary information that will be required on the agreement form. This includes your personal details such as name, address, and contact information, as well as any specific instructions or preferences you have for the distribution of funds.
3. Carefully read and understand each section of the agreement. Pay attention to any specific guidelines or restrictions related to the types of assets you can contribute, the minimum contribution amount, and any administrative fees involved.
4. Fill in the required information and provide accurate details. Be sure to complete all the sections of the agreement, including the purpose of the fund, preferred charities or organizations you wish to support, and any successor advisors or administrators you may want to designate.
5. Review the filled-out agreement form for any errors or omissions. It is essential to ensure that all the provided information is correct and up to date before submitting the document.
6. Sign and date the donor advised fund agreement. By doing so, you certify that the information provided is accurate and that you agree to comply with the terms and conditions outlined in the agreement.
7. Make copies of the agreement for your records. It is recommended to keep a copy of the signed agreement in a safe place for future reference.
8. Submit the completed and signed donor advised fund agreement to the financial institution or foundation managing your donor advised fund. Follow their instructions for submission, whether that be through mail, email, or an online portal.

Who needs a donor advised fund agreement?

1. Individuals or families who wish to establish a structured philanthropic giving plan.
2. Wealthy individuals or high-net-worth families looking to maximize tax advantages while maintaining control over charitable contributions.
3. Donors who desire to contribute to multiple charitable organizations or causes and want a simplified and centralized way to manage their giving.
4. Business owners or executives seeking a way to involve their company in philanthropy and engage in corporate social responsibility initiatives.
5. Donors who want to establish a legacy of giving and involve their family members in charitable decision-making.
6. Financial advisors or wealth managers who assist clients in creating and managing their philanthropic strategies.

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