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DONORADVISED FUND AGREEMENT Thank you for taking the time to consider opening a DonorAdvised Fund at the Greater Washington Community Foundation. To ensure that we can quickly help you start reaching
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How to fill out donor-advised fund agreement for

01
Start by reviewing the donor-advised fund agreement template provided by your chosen fund sponsor.
02
Fill in your personal information, including your full name, address, and contact details.
03
Provide details about the assets you wish to donate to the fund, such as cash, securities, or other eligible assets.
04
Determine the fund's investment options and specify how you would like your donated assets to be invested.
05
Include any special instructions or restrictions regarding the use of your donated funds.
06
Indicate the frequency and timing of any grants you would like to recommend from the fund.
07
Sign the agreement and ensure it is properly witnessed or notarized, as required by the fund sponsor.
08
Submit the completed donor-advised fund agreement to your chosen fund sponsor for their review and approval.

Who needs donor-advised fund agreement for?

01
Any individual or organization interested in making charitable donations and seeking a tax-efficient way to manage their giving can benefit from a donor-advised fund agreement.
02
High net worth individuals who want to maximize their charitable impact while enjoying potential tax benefits find donor-advised funds particularly attractive.
03
Foundations, corporations, and nonprofits may also utilize donor-advised fund agreements to consolidate and streamline their philanthropic activities.
04
Donor-advised funds are a versatile tool for those who wish to support multiple charitable causes over time, involve their family in philanthropy, or establish a legacy of giving.
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A donor-advised fund agreement is a document that establishes the terms under which a donor-advised fund operates, including the donor's intentions for contributions and grants.
Typically, the sponsoring organization of the donor-advised fund is responsible for filing the agreement, along with information about their donors.
To fill out a donor-advised fund agreement, individuals should provide personal information, specify their philanthropic goals, and outline contributions and grant instructions.
The purpose of a donor-advised fund agreement is to lay out the guidelines for how funds are managed, grant decisions are made, and how donors can advise on fund distributions.
Information that must be reported includes the donor's name, contact information, contribution details, grant recommendations, and adherence to IRS regulations.
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