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CENTRAL INDIANA COMMUNITY FOUNDATION, INC. ADVISED ENDOWMENT FUND AGREEMENT FOR Legal Name of Donor THIS AGREEMENT, made and entered into on, 20, by and between Central Indiana Community Foundation,
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How to fill out donor advised endowment fund
How to fill out donor advised endowment fund
01
Start by researching and selecting a reputable donor advised endowment fund organization.
02
Contact the organization to gather information about their application process and requirements.
03
Fill out the application form provided by the organization, providing accurate and complete information.
04
Include any supporting documents or paperwork as required by the organization, such as proof of tax-exempt status or financial statements.
05
Review and double-check all the information filled out in the application form for accuracy.
06
Submit the completed application form and supporting documents to the donor advised endowment fund organization.
07
Wait for the organization to review your application and contact you for any additional information or clarification, if needed.
08
Once your application is approved, work closely with the organization to determine the endowment strategy and establish the fund.
09
Make contributions to the fund as per the guidelines and policies set by the organization.
10
Consult with the organization on the allocation of funds and the beneficiaries of the endowment.
11
Stay actively involved in managing your donor advised endowment fund and periodically review its performance and impact.
Who needs donor advised endowment fund?
01
Individuals or families who wish to have a lasting philanthropic impact on society.
02
High-net-worth individuals who want to contribute to charitable causes and receive tax benefits.
03
Non-profit organizations or foundations looking for a structured and efficient way to manage and distribute charitable funds.
04
Businesses or corporations seeking to establish a corporate philanthropy program.
05
Those who want to create a personal legacy and have a say in how their charitable contributions are utilized over time.
06
Investors who are interested in leveraging their charitable giving by utilizing the benefits of endowment funds.
07
People who want to support multiple charitable causes and have flexibility in distributing funds over time.
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