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Horizons foundation DONOR CONTRIBUTION AGREEMENT Donor-Advised Fund Program Instructions Information in bold indicates a required field. Return this completed, signed agreement to the Horizons Donor-Advised

How to fill out donor-advised fund program

How to fill out a donor-advised fund program:

1. Start by researching and choosing a donor-advised fund program that aligns with your philanthropic goals and values.
2. Review the eligibility requirements and guidelines of the program to ensure you meet the necessary criteria.
3. Gather all the required documentation and information, such as personal identification, tax forms, and financial statements.
4. Complete the application form provided by the donor-advised fund program, ensuring all the required fields are filled accurately and completely.
5. If applicable, indicate the type of assets you would like to contribute to the fund, whether it's cash, stocks, real estate, or other investments.
6. Specify your desired investment options or preference for fund management if provided in the application.
7. Include any additional instructions or restrictions you have for the management and distribution of funds from the donor-advised fund.
8. Double-check the completed application for any errors or missing information before submitting it.
9. Submit the application along with any required supporting documents to the donor-advised fund program.
10. Follow up with the program to ensure the application is received and processed.

Who needs a donor-advised fund program?

1. Individuals or families who want to simplify their charitable giving by consolidating their philanthropic activities in one fund.
2. Donors who want to take advantage of immediate tax deductions for contributions made to the fund.
3. Individuals or families looking for a more strategic and organized approach to philanthropy.
4. Donors who want to involve future generations in charitable giving by establishing a fund that can be passed down.
5. Donors who wish to remain actively involved in the granting and distribution of funds to charitable organizations.
6. Individuals or families who want to establish a legacy of giving and make a lasting impact in their community or specific cause.

For pdfFiller’s FAQs

What is donor-advised fund program?

A donor-advised fund program is a charitable giving vehicle that allows donors to make a contribution to a fund and have the ability to recommend how those funds are distributed to various charitable organizations.

Who is required to file donor-advised fund program?

Donors who contribute to a donor-advised fund program are not required to file any specific forms. However, the organization managing the fund may have reporting requirements.

How to fill out donor-advised fund program?

To contribute to a donor-advised fund program, individuals can contact the charitable organization or financial institution managing the fund. They will provide instructions on how to make contributions and potentially recommend grant distributions.

What is the purpose of donor-advised fund program?

The purpose of a donor-advised fund program is to provide individuals with a centralized and structured way to manage their charitable giving. It allows donors to receive an immediate tax deduction when contributing to the fund while providing flexibility in recommending grants to eligible charitable organizations over time.

What information must be reported on donor-advised fund program?

The specific information that must be reported on a donor-advised fund program can vary based on the requirements of the organization managing the fund. Generally, information such as donor contributions, grant distributions, and investment earnings may be reported.

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