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Contribution Agreement Complete this form to make an initial contribution of $25,000 or more, or an additional contribution of $5,000 or more, to your donor advised fund. If your employer matches
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How to fill out donor-advised fund contribution agreement

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How to fill out donor-advised fund contribution agreement

01
To fill out a donor-advised fund contribution agreement, follow these steps: 1. Obtain a copy of the contribution agreement form from the donor-advised fund provider.
02
Read the instructions and guidelines provided with the form to understand the requirements and conditions for making a contribution.
03
Fill in your personal information, including your full name, address, and contact details as requested.
04
Provide details about the contribution, such as the amount or assets you intend to contribute.
05
Specify any restrictions or preferences you have for the use of your contribution, if applicable.
06
If you are contributing appreciated securities, indicate the name and number of shares being donated.
07
Sign and date the agreement form.
08
Submit the completed contribution agreement to the designated address or contact person as directed by the donor-advised fund provider.
09
Keep a copy of the completed agreement for your records.

Who needs donor-advised fund contribution agreement?

01
Anyone who wishes to make a contribution to a donor-advised fund can benefit from using a donor-advised fund contribution agreement.
02
This agreement helps ensure that the donor's intentions and instructions regarding their contribution are documented and followed.
03
It can be used by individual donors, families, organizations, or corporations who want to establish or contribute to a donor-advised fund.
04
The agreement helps safeguard the donor's charitable contributions and provides clarity on how the fund will be managed and distributed according to their wishes.
05
Additionally, the donor-advised fund contribution agreement may be required by the donor-advised fund provider as part of their standard procedures for accepting contributions.
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A donor-advised fund contribution agreement is a legal document that governs the donation of assets to a donor-advised fund and outlines the terms and conditions of the contribution.
Donors who contribute assets to a donor-advised fund are required to file the contribution agreement.
To fill out a donor-advised fund contribution agreement, donors must provide information about the donated assets, acknowledge the terms of the agreement, and sign the document.
The purpose of a donor-advised fund contribution agreement is to establish the intentions of the donor regarding the use of the donated assets and ensure compliance with IRS regulations.
Donors must report details about the donated assets, their estimated value, any restrictions on their use, and the intended charitable beneficiaries.
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