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Ministry Account Agreement (DonorAdvised Fund) This agreement (Agreement) is made by and between (Donors) and Georgia Baptist Foundation, Inc. (Foundation), a Georgia nonprofit corporation, and creates

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How to fill out donor-advised fund agreement

01

Step 1: Review the donor-advised fund agreement template provided by the organization managing the fund.

02

Step 2: Read and understand the terms and conditions mentioned in the agreement.

03

Step 3: Fill in your personal information, including your name, address, and contact details.

04

Step 4: Specify the amount or assets you wish to donate to the fund.

05

Step 5: Provide instructions on how the funds should be used or distributed.

06

Step 6: Sign and date the agreement to indicate your consent and agreement to the terms.

07

Step 7: Submit the completed donor-advised fund agreement to the organization managing the fund.

Who needs donor-advised fund agreement?

01

Individuals or families who want to establish a charitable giving plan

02

Donors who wish to have flexibility and input in how their charitable funds are used

03

Philanthropic individuals looking to maximize their tax deductions

04

Non-profit organizations in need of funding for their operations or specific projects

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What is donor-advised fund agreement?

Donor-advised fund agreement is a contract between a donor and a sponsoring organization that establishes the terms and conditions of the donor's contributions to the fund.

Who is required to file donor-advised fund agreement?

The sponsoring organization of the donor-advised fund is required to file the agreement.

How to fill out donor-advised fund agreement?

To fill out a donor-advised fund agreement, the donor and the sponsoring organization must agree on the terms of the contributions and document them in the agreement.

What is the purpose of donor-advised fund agreement?

The purpose of a donor-advised fund agreement is to ensure that the donor's contributions are used in accordance with their intentions and to establish guidelines for grants from the fund.

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

The donor-advised fund agreement must include details of the donor's contributions, guidelines for grants from the fund, and any restrictions on the use of the contributions.

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