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DonorAdvis D used Fund Agreement Than NK you for ch housing Rose Community Foundation as your partner in philanthropy. We lo took forward d to helping you y with you your charitable giving. This fund
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How to fill out d onor-advised fund ag

01
Obtain the donor-advised fund agreement form from the appropriate organization or financial institution.
02
Fill in your personal information, including your full name, address, phone number, and email address.
03
Provide details about the assets you wish to contribute to the donor-advised fund, such as cash, stocks, or other securities.
04
Specify the charitable organizations or causes you would like to support through the donor-advised fund.
05
Indicate whether you would like the contributions to be anonymous or acknowledged publicly.
06
Review the terms and conditions of the agreement, including any fees or minimum contribution amounts.
07
Sign and date the donor-advised fund agreement form.
08
Submit the completed form to the organization or financial institution managing the donor-advised fund.
09
Keep a copy of the agreement for your records.

Who needs d onor-advised fund ag?

01
Individuals who want to have a strategic approach to their charitable giving.
02
Donors who want to receive an immediate tax deduction for their contributions.
03
People who want to simplify their giving process by using a centralized fund.
04
Philanthropists who wish to involve their family members in charitable decision-making.
05
Donors who want to support multiple charitable causes over time without extensive administrative work.
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A donor-advised fund (DAF) is a charitable giving vehicle where a donor can make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.
Organizations that sponsor donor-advised funds are required to file Form 990 or Form 990-EZ with the IRS, and they must report the activities and financials related to the DAF.
To fill out the donor-advised fund section on Form 990, the sponsoring organization must provide information about the DAF, including contributions, grants made to charities, and the fund's investment income.
The purpose of reporting on donor-advised funds is to ensure transparency and accountability in charitable giving, helping the IRS monitor tax compliance and donor activities in these funds.
Information that must be reported includes the total contributions to the fund, grants made to charitable organizations, the number of donor-advisors, and the fund's investment activities.
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