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Distribution Suggestion Form Donor Advised Funds To the Board of Directors of the Community Foundation of Bloomington and Monroe County, Inc. I(we) suggest the Board review and approve at its next
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Read the instructions at the beginning of the document to understand the purpose and requirements of the form.
04
Provide your personal information such as name, address, and contact details in the designated fields.
05
Fill in the date of the distribution and the name of the donor-advised fund.
06
Specify the amount or percentage of the distribution and the purpose of the funds.
07
If applicable, provide details about any recommended organizations or grants associated with the distribution.
08
Review the completed form to ensure all information is accurate and complete.
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Save the document for your records and submit it according to the instructions provided.

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Distribution-form-donor-advised-fund-revised-2-16-12 2doc is needed by individuals or organizations that have a donor-advised fund and need to request a distribution from that fund.
02
This form is typically used by individuals or entities who have contributed to a donor-advised fund and now wish to allocate a portion of those funds to specific purposes or recipients.
03
It is also used by recipients of donor-advised funds who need to provide documentation and information regarding the requested distribution.
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This form is used to report distributions made from a donor-advised fund.
Organizations managing donor-advised funds are required to file this form.
The form must be completed with details of each distribution made from the donor-advised fund.
The purpose is to provide transparency and accountability regarding the distributions from donor-advised funds.
Information such as the recipient of the distribution, amount, and purpose of the distribution must be reported.
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