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Donor Advised Fund Workbook CREATE YOUR CHARITABLE FUND A GIVING SOLUTION TAILORED TO YOUR NEEDS At In Faith Community Foundation, were committed to helping you act on your faith and values by providing

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How to fill out donor advised

01

Step 1: Choose a reputable financial institution or community foundation that offers donor advised funds.

02

Step 2: Research and understand the eligibility criteria and minimum requirements for opening a donor advised fund.

03

Step 3: Gather the necessary documentation, such as identification proofs, financial statements, and legal documents.

04

Step 4: Contact the chosen financial institution or community foundation and express your interest in opening a donor advised fund.

05

Step 5: Schedule a meeting or consultation with the representatives to discuss the fund's purpose, contribution amounts, and investment options.

06

Step 6: Complete the application form provided by the institution or foundation accurately and provide all the required information.

07

Step 7: Make an initial contribution to the donor advised fund. This can be in the form of cash, securities, or other eligible assets.

08

Step 8: Review and sign the agreements or contracts related to the donor advised fund, ensuring you understand the terms and conditions.

09

Step 9: Once the donor advised fund is established, you can recommend grants to eligible charities or causes.

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Step 10: Regularly monitor and manage your donor advised fund, track the grants made, and evaluate the impact of your contributions.

Who needs donor advised?

01

Individuals or families who want to simplify their charitable giving and have greater control over their charitable contributions.

02

High net worth individuals seeking tax advantages through immediate charitable deductions and potential capital gains tax savings.

03

Businesses or corporations looking to align their corporate social responsibility efforts and support charitable causes.

04

Non-profit organizations or foundations that wish to establish a separate fund for managing and controlling their charitable giving.

05

Entrepreneurs or startup founders who have experienced liquidity events and want to create an effective and strategic philanthropic plan.

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What is donor advised?

Donor advised refers to a charitable giving vehicle in which donors can make a charitable contribution to a public charity and recommend how the funds should be distributed.

Who is required to file donor advised?

Public charities and other organizations that operate donor advised funds are required to file Form 990 or 990-EZ with the IRS.

How to fill out donor advised?

Donor advised funds are typically filled out by the sponsoring organization that administers the fund on behalf of the donor. Donors can recommend how they want their contributions to be distributed.

What is the purpose of donor advised?

The purpose of donor advised funds is to provide donors with a flexible and convenient way to support charitable causes while receiving certain tax benefits.

What information must be reported on donor advised?

Donor advised funds must report the total contributions received, grants made to other charitable organizations, and any expenses incurred in administering the fund.

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