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Get the free DONOR-ADVISED FUND GRANT RECOMMENDATION FORM - WCCF

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Return your completed form to Waukesha County Community Foundation, 2727 N. Grandview Blvd., Suite 301,Waukesha, WI 53188 or email to the Bahamas waukeshafoundation. Refund NAME: I/We recommend the
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How to fill out donor-advised fund grant recommendation

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How to fill out donor-advised fund grant recommendation

01
To fill out a donor-advised fund grant recommendation, follow these steps:
02
Log in to your donor-advised fund account.
03
Navigate to the grants or recommend a grant section of your account.
04
Fill out the requested information, including the recipient organization's name, address, and tax identification number.
05
Specify the grant amount and any restrictions or preferences for how the funds should be used.
06
Review the information to ensure accuracy.
07
Submit the grant recommendation.
08
Await confirmation from the donor-advised fund provider.
09
Keep records of the grant recommendation for your own records and for tax purposes.

Who needs donor-advised fund grant recommendation?

01
Donor-advised fund grant recommendations are needed by individuals or organizations who have established a donor-advised fund account and wish to recommend a grant to a charitable organization.
02
These individuals or organizations may have specific causes or organizations they wish to support, and the donor-advised fund grant recommendation allows them to make a donation while maintaining some control over how the funds are used.
03
Donor-advised funds are commonly used by philanthropists, high-net-worth individuals, and charitable foundations.
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Donor-advised fund grant recommendation is a suggestion made by the donor to the fund on how the grant should be distributed to charitable organizations.
The donor or donor's representative is required to file the donor-advised fund grant recommendation.
To fill out a donor-advised fund grant recommendation, the donor needs to provide details about the charitable organization receiving the grant and the amount to be granted.
The purpose of donor-advised fund grant recommendation is to guide the distribution of grants from the fund to charitable organizations based on the donor's preferences.
The donor must report the name and details of the charitable organization receiving the grant, the amount of the grant, and any specific instructions for the use of the grant.
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