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Donor Advised Grant Recommendation Form As the Advisor to the below referenced Fund, I recommend that the Board of Trustees of The Miami Foundation consider the following grant (one grant request

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How to fill out donor advised grant recommendation

01

Start by researching the eligibility criteria and guidelines of the donor advised fund (DAF) from which you plan to recommend a grant.

02

Gather all the necessary information and documentation regarding the organization or project you wish to support through the grant.

03

Log in to your DAF account or contact the DAF provider to access the grant recommendation form.

04

Fill out the grant recommendation form, providing detailed information about the organization or project, including its name, address, mission, and purpose.

05

Specify the grant amount and how you would like it to be used by the recipient organization.

06

If required, attach any supporting documents, such as the organization's financial statements or project proposal.

07

Review the completed form for accuracy and completeness.

08

Submit the grant recommendation form through the designated method specified by your DAF provider.

09

Keep track of the status of your grant recommendation and follow up with the DAF provider or recipient organization if necessary.

10

Once the grant is approved, the DAF provider will distribute the funds to the designated organization or project on your behalf.

Who needs donor advised grant recommendation?

01

Donor advised grant recommendations are needed by individuals or organizations who have established donor advised funds (DAFs) and wish to allocate funds to support charitable causes.

02

These individuals or organizations may be philanthropists, high-net-worth individuals, businesses, or foundations that have set up DAFs as a way to streamline their charitable giving and have more control over the distribution of their funds.

03

They may also seek donor advised grant recommendations to benefit specific organizations, projects, or causes that align with their philanthropic goals and values.

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