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Donor Advised Fund
Program Guide
Updated November 29, 2017. Contents
Introduction ..............................................................................................................................................................................................1
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How to fill out donor advised funds
How to fill out donor advised funds
01
Research and choose a reputable foundation or financial institution that offers donor advised funds.
02
Complete the application form provided by the chosen foundation or financial institution.
03
Provide all necessary personal and financial information as required, including identification documents.
04
Specify the amount of money or assets you wish to contribute to the donor advised fund.
05
Determine the intended charitable purposes for the fund.
06
Follow any additional instructions provided by the chosen foundation or financial institution.
07
Transfer the donated funds or assets to the donor advised fund account.
08
Monitor and manage the fund by recommending grants or distributions to qualified charities.
09
Keep records of all transactions and tax-related documentation for future reference.
10
Consult with tax professionals or advisors for guidance on tax deductions and other considerations related to donor advised funds.
Who needs donor advised funds?
01
Donor advised funds are suitable for individuals or families who:
02
- Have significant charitable giving goals and want to centralize their giving in one vehicle.
03
- Desire to maximize the impact of their donations by strategically planning grants.
04
- Seek tax advantages, as contributions to donor advised funds are often tax-deductible.
05
- Value flexibility and want the ability to recommend grants to a wide range of charitable organizations.
06
- Wish to involve future generations in philanthropy by establishing a family legacy of charitable giving.
07
- Have assets, such as appreciated securities or real estate, and want to donate them while minimizing tax implications.
08
- Want to have a structured approach to managing and organizing their charitable giving.
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What is donor advised funds?
Donor advised funds are charitable giving accounts that allow donors to make a contribution to a public charity and recommend grants from the fund over time.
Who is required to file donor advised funds?
Organizations that operate or maintain donor advised funds are required to file Form 990 with the IRS.
How to fill out donor advised funds?
Donor advised funds can be filled out by making a contribution to a qualifying charity and specifying how the funds should be distributed.
What is the purpose of donor advised funds?
The purpose of donor advised funds is to facilitate charitable giving and allow donors to have ongoing involvement in directing their charitable contributions.
What information must be reported on donor advised funds?
Information that must be reported on donor advised funds includes contributions received, grants made, and investment income.
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