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CHARITABLE DISTRIBUTION AGREEMENT (U.S. Version) This CHARITABLE DISTRIBUTION AGREEMENT (Charitable Agreement) incorporating the Terms and Conditions attached hereto, is made as of the 1st day of June

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How to fill out charitable distribution agreement

01

Read through the entire charitable distribution agreement to familiarize yourself with the terms and conditions.

02

Make sure you have all the necessary information and documents required to fill out the agreement, such as the name and contact details of the charitable organization, the purpose of the distribution, and any specific instructions or restrictions.

03

Start by filling out the basic information section, including your own name and contact details as the donor, as well as the date of the agreement.

04

Provide a detailed description of the assets or funds you wish to donate as part of the distribution. Specify the nature of the assets or funds, their estimated value, and any relevant transfer or payment instructions.

05

Indicate any conditions or restrictions you would like to apply to the distribution, such as specifying the purpose or beneficiary of the funds or assets.

06

If necessary, include any additional clauses or provisions that you would like to be included in the agreement, such as confidentiality clauses or dispute resolution mechanisms.

07

Review the completed agreement and make sure all the information is accurate and complete.

08

Sign the agreement along with any witnesses or notaries that may be required.

09

Keep a copy of the signed agreement for your records and provide a copy to the charitable organization.

10

If applicable, consult with legal or financial advisors to ensure compliance with any applicable laws or regulations.

Who needs charitable distribution agreement?

01

Individuals or organizations who intend to donate assets or funds to a charitable organization.

02

Charitable organizations that receive donations and want to formalize the agreement with the donor.

03

Donors who want to specify the terms and conditions of their donation to ensure it is used for a specific purpose.

04

Both the donor and the charity to establish a legally binding agreement for transparency and accountability purposes.

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