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Donor advised Fund Agreement WELCOME TO THE COMMUNITY FOUNDATION FAMILYThank you for choosing the Community Foundation for Greater Atlanta. Our staff is available to assist you at any time with a
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How to fill out designated fund agreement

01
To fill out a designated fund agreement, follow these steps:
02
Start by stating the name and address of the designated fund.
03
Clearly identify the purpose and objectives of the fund.
04
State the donation or contribution requirements, including any minimum amount or frequency of donations.
05
Specify any restrictions or conditions on the fund or the use of the donated funds.
06
Outline the reporting requirements and how the fund will be managed.
07
Include any provisions for how the fund will be terminated or transferred if necessary.
08
Ensure that all parties involved, including the fund creator and the fund administrator, sign and date the agreement.
09
Keep a copy of the agreement for your records and distribute copies to all parties involved.

Who needs designated fund agreement?

01
Designated fund agreements are needed by individuals, organizations, or institutions that wish to establish a dedicated fund for a specific purpose or cause.
02
Non-profit organizations, charities, and foundations often use designated fund agreements to accept donations for a particular program or project.
03
Donors who want to ensure their contributions are used for a specific purpose can also benefit from a designated fund agreement.
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A designated fund agreement is a formal arrangement that specifies the terms and conditions under which funds are donated and managed for a specific purpose or designated use.
Typically, organizations that manage designated funds, such as nonprofit organizations or foundations, are required to file a designated fund agreement.
To fill out a designated fund agreement, one must provide details about the donor, the purpose of the fund, the management structure, and any restrictions on how the funds can be used.
The purpose of a designated fund agreement is to outline the intentions of the donor and ensure that the funds are used according to their specified purpose.
The information that must be reported includes the donor's information, the purpose of the fund, the amount donated, and any specific instructions or restrictions on the use of the funds.
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