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AUGUST 26, 2016, INVESTMENT GUIDE FOR DONORS AND ADVISORS COMMUNITY FOUNDATION OF THE NORTHERN SHENANDOAH VALLEY P.O. BOX 2391, WINCHESTER, VA 22604 WELCOME to the Community Foundation of the Northern
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Fill out the investment guide form, providing necessary details about your investment preferences, risk tolerance, and desired objectives.
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Who needs investment guide for donors?

01
Individuals or families who are considering making significant charitable donations and want to ensure their investments align with their philanthropic goals.
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Donors who want to maximize the impact of their charitable contributions through strategic investments.
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Fundraisers or development professionals who work with individuals or organizations seeking guidance on how to structure their donations for long-term growth and sustainability.
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Non-profit organizations or foundations that accept donations and aim to provide valuable investment guidance to their donors.
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An investment guide for donors is a document provided by an organization or charity that provides information on how donors' investments are used and managed.
Organizations or charities that receive donations and manage investments on behalf of donors are required to file an investment guide for donors.
To fill out an investment guide for donors, organizations need to include details on how donations are invested, what the investment strategies are, and how the returns are used to further the organization's mission.
The purpose of an investment guide for donors is to provide transparency to donors on how their contributions are being managed and used by the organization.
Information that must be reported on an investment guide for donors includes details on investment strategies, performance, fees, and how the returns are used.
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