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SAMPLE AGREEMENT FORM CURRENT USE DONORADVISED FUND On this date, 201, and with this agreement (Agreement), (Donor) makes an irrevocable gift of $ to the Hampton Roads Community Foundation (HRC For
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How to fill out current-use donor-advised fund agreement

01
Start by reviewing the current-use donor-advised fund agreement document.
02
Fill out your personal information, including your full name, address, and contact information.
03
Provide details about your desired contribution amount and the purpose of the donation.
04
Specify any restrictions or preferences you may have regarding the use of the funds.
05
Indicate whether you would like to remain anonymous or if you're open to be recognized for your donation.
06
Review and sign the agreement, making sure all the information provided is accurate.
07
Submit the completed current-use donor-advised fund agreement to the appropriate organization or institution.
08
Keep a copy of the agreement for your records.

Who needs current-use donor-advised fund agreement?

01
Individuals who wish to make charitable donations and have control over how the funds are utilized.
02
Donors who want to maximize the impact of their philanthropic giving.
03
Those who seek flexibility in donating to different charities over time.
04
People who aim to receive potential tax benefits associated with charitable contributions.
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A current-use donor-advised fund agreement is a legal document that establishes the terms and conditions for granting funds from a donor-advised fund to charitable organizations.
The donor or the fund manager is required to file the current-use donor-advised fund agreement.
To fill out a current-use donor-advised fund agreement, you need to provide details about the donor, the fund manager, the charitable organizations, and the specific terms of the grants.
The purpose of a current-use donor-advised fund agreement is to ensure that funds from the donor-advised fund are used for charitable purposes in accordance with the donor's wishes.
The current-use donor-advised fund agreement must include information about the donor, the fund manager, the charitable organizations receiving the grants, and the specific terms and conditions of the grants.
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