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DONOR ADVISED FUND AGREEMENT On this day of, with the Initial Gift set forth in Schedule A (attached hereto and made a part hereof) from the undersigned Donor(s), the (the Fund “), is established

How to fill out sample donor advised agreement

How to fill out sample donor advised agreement

1. Obtain a sample donor advised agreement template from a trusted source or legal professional.
2. Begin by filling out the basic information section, which includes the name of the donor, their contact information, and the date of the agreement.
3. Specify the terms and conditions of the donor advised fund, including how funds will be distributed, any restrictions on the use of the funds, and any investment guidelines.
4. Provide details on the roles and responsibilities of the donor, the advisor(s), and the sponsoring organization.
5. Include provisions for any potential changes or amendments to the agreement, as well as termination clauses.
6. Review the completed donor advised agreement for accuracy and clarity, making any necessary revisions.
7. Have all involved parties sign and date the agreement to make it legally binding.
8. Keep a copy of the signed donor advised agreement for your records.
9. Periodically review and update the agreement as needed to ensure it remains relevant and meets legal requirements.

Who needs sample donor advised agreement?

1. Non-profit organizations and charitable foundations that offer donor advised funds may require a sample donor advised agreement to provide guidance to their donors and advisors.
2. Individual donors who wish to establish a donor advised fund may also benefit from having a sample agreement as a reference.

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What is sample donor advised agreement?

A sample donor advised agreement is a legal document outlining the terms and conditions under which a donor can contribute assets to a donor advised fund.

Who is required to file sample donor advised agreement?

The donor and the charity managing the donor advised fund are required to file the sample donor advised agreement.

How to fill out sample donor advised agreement?

To fill out a sample donor advised agreement, both the donor and the charity must review and agree to the terms stated in the document. They must then sign and date the agreement.

What is the purpose of sample donor advised agreement?

The purpose of a sample donor advised agreement is to establish a clear understanding between the donor and the charity regarding the management and distribution of donated assets.

What information must be reported on sample donor advised agreement?

The sample donor advised agreement must include details about the donated assets, the donor's intentions for the use of the assets, and any restrictions placed on the use of the assets.