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SUMMER 2016Establishing Endowed DonorAdvised Fund the Right Decision for Howard and Ann Orr donors like the Orr's have a variety of charities that are important to them. We want to help support these
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How to fill out establishing endowed donor-advised fund
How to fill out establishing endowed donor-advised fund
01
Step 1: Research different charitable organizations and their donor-advised fund programs.
02
Step 2: Choose an organization that aligns with your philanthropic goals and values.
03
Step 3: Contact the chosen organization to inquire about establishing an endowed donor-advised fund.
04
Step 4: Gather all necessary documentation, such as identification and financial information.
05
Step 5: Complete the required forms provided by the organization, including the establishment agreement.
06
Step 6: Consult with a financial advisor or attorney to ensure you understand the implications and benefits of establishing an endowed donor-advised fund.
07
Step 7: Review and sign the completed forms, attaching any additional required documents.
08
Step 8: Submit the application and any required fees to the organization for processing.
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Step 9: Wait for confirmation from the organization regarding the establishment of your endowed donor-advised fund.
10
Step 10: Begin contributing to your fund and start recommending grants to charitable causes.
Who needs establishing endowed donor-advised fund?
01
Individuals or families who have significant charitable giving goals and wish to have ongoing involvement in the granting process.
02
Philanthropists who want to leave a lasting legacy and ensure their charitable efforts continue beyond their lifetime.
03
Donors who desire the flexibility to support a variety of nonprofit organizations and causes over time.
04
Those who value the expertise and guidance provided by professional staff at charitable organizations.
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High net worth individuals who could benefit from potential tax advantages associated with establishing an endowed donor-advised fund.
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