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A Guide to Your DonorAdvised FundIntroduction Thank you for your interest in establishing a donor advised fund (DAF) with National Philanthropic Trust (NOT). NOT is a tax-exempt public charity under
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To fill out a donor-advised form, follow these steps:
02
Begin by providing your personal identification information, such as your name, contact details, and social security number.
03
Specify the amount you wish to contribute to the donor-advised fund.
04
Choose the assets or securities you want to donate.
05
Determine the charitable organization to which you want to allocate your donation.
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Decide whether you want your donation to be anonymous or recognized.
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Review the completed form for accuracy and sign it.
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Submit the form to the relevant donor-advised fund administrator or financial institution.

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A donor-advised fund is a charitable giving vehicle that allows donors to make a contribution to a public charity and recommend how those funds should be distributed.
Donors who contribute to a donor-advised fund are not required to file anything, but the organization managing the fund must comply with IRS regulations.
To fill out a donor-advised fund, donors typically work with a financial institution or charitable organization to make contributions and provide recommendations on how those funds should be used for charitable purposes.
The purpose of a donor-advised fund is to simplify the process of charitable giving by allowing donors to make contributions to a fund and have some control over how those funds are used for charitable purposes.
Information such as donor contributions, grants made from the fund, and investment activities must be reported on a donor-advised fund to maintain compliance with IRS regulations.
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