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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
Begin by obtaining the donor-advised fund agreement form from the intended recipient or organization managing the fund.
02
Read through the agreement carefully to understand the terms and conditions.
03
Fill out the personal information section, including your name, address, and contact details.
04
Specify the details of your donation, such as the amount or assets you wish to contribute.
05
Indicate any restrictions or guidelines you have for how the funds should be used.
06
Include any additional information or instructions you deem necessary.
07
Review the completed form to ensure accuracy and clarity.
08
Sign and date the agreement.
09
Submit the filled-out agreement form to the appropriate party as instructed.
10
Keep a copy of the agreement for your records.

Who needs donor-advised fund agreement for?

01
Donor-advised fund agreements are typically needed by individuals or organizations who wish to make charitable donations and maintain some level of involvement or control over how the funds are used.
02
This agreement is useful for donors who want to contribute to a specific cause or charity, but prefer not to establish their own private foundation.
03
It is also beneficial for donors who want to take advantage of potential tax benefits associated with charitable giving.
04
Non-profit organizations that manage donor-advised funds may require these agreements to establish the terms and conditions under which donations are accepted and distributed.
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The donor-advised fund agreement is used to establish the terms and conditions under which a donor can make contributions to a donor-advised fund.
Donors who wish to contribute to a donor-advised fund are required to file the agreement.
The agreement can be filled out by providing information about the donor, fund advisor, charitable organizations to benefit from the fund, and any restrictions or guidelines for charitable distributions.
The purpose of the agreement is to ensure that the donor's intentions and wishes regarding charitable contributions are documented and followed.
The agreement must include details about the donor's contributions, recommendations for charitable distributions, and any restrictions or guidelines for the fund.
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