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DONOR ADVISED FUND AGREEMENT INDIVIDUALS For assistance in completing this form, please refer to the Guidance & Explanatory Notes on Page 3. Section 1 Donor Advisor Information Primary Donor Advisor

How to fill out donor advised fund agreement

How to fill out donor advised fund agreement

1. Step 1: Obtain a donor advised fund agreement form from the organization managing the fund.
2. Step 2: Read the agreement thoroughly to understand the terms and conditions.
3. Step 3: Fill in your personal information, including your name, address, and contact details.
4. Step 4: Provide details about the assets or funds you wish to donate to the fund.
5. Step 5: Indicate any specific instructions or restrictions for the use of your donations.
6. Step 6: Sign and date the agreement.
7. Step 7: Submit the completed agreement to the organization managing the donor advised fund.
8. Step 8: Keep a copy of the agreement for your records.

Who needs donor advised fund agreement?

1. Individuals or families who want to establish a dedicated charitable giving account
2. Individuals or families who want to receive immediate tax benefits for their philanthropic contributions
3. Nonprofit organizations that wish to offer their donors an efficient and flexible way to make charitable donations
4. High-net-worth individuals or families who want to create a philanthropic legacy
5. Companies or corporations looking to enhance their corporate social responsibility efforts through strategic philanthropy

For pdfFiller’s FAQs

What is donor advised fund agreement?

A donor advised fund agreement is a document that outlines terms and conditions for individuals or organizations to make charitable contributions to a donor advised fund.

Who is required to file donor advised fund agreement?

The individuals or organizations making contributions to a donor advised fund are required to file the donor advised fund agreement.

How to fill out donor advised fund agreement?

To fill out a donor advised fund agreement, individuals or organizations must provide information such as name, address, donation amount, intended charitable purposes, and any specific instructions for fund distribution.

What is the purpose of donor advised fund agreement?

The purpose of a donor advised fund agreement is to ensure that contributions to a donor advised fund are used for charitable purposes as intended by the donor.

What information must be reported on donor advised fund agreement?

Information such as donor name, donation amount, designated charitable organizations, and any restrictions on fund distribution must be reported on the donor advised fund agreement.

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