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Donor Advised Fund Activity Guidelines Community Foundation of Central Wisconsin The following policies and guidelines have been established to govern the handling of the Donor Advised Funds (DAF)
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How to fill out donor-advised fundsinternal revenue servicedonor

01
To fill out a donor-advised fund with the Internal Revenue Service (IRS), follow these steps:
02
Start by setting up a donor-advised fund account with a qualified sponsor organization.
03
Make a contribution to your donor-advised fund account by transferring cash, appreciated assets, or other qualified charitable contributions.
04
Complete the necessary paperwork provided by the donor-advised fund sponsor organization, including any forms required by the IRS.
05
Provide all the relevant information about the donor-advised fund to the IRS, such as the account details, contributions, and distributions, when filing your tax returns.
06
Keep accurate records of all contributions and distributions made from the donor-advised fund to ensure compliance with IRS regulations.
07
Follow any additional guidelines or instructions provided by the IRS or your donor-advised fund sponsor organization to properly manage your fund.

Who needs donor-advised fundsinternal revenue servicedonor?

01
Donor-advised funds are beneficial to individuals or entities that wish to make charitable donations and receive certain tax advantages. The following may benefit from using donor-advised funds:
02
- High-net-worth individuals who want to take an immediate charitable tax deduction for their donations but decide on the actual recipients later.
03
- Donors who want to consolidate their charitable giving into one account for ease of management and record-keeping.
04
- Individuals or families who want to involve multiple generations in philanthropy and create a lasting charitable legacy.
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- Business entities that wish to engage in corporate social responsibility initiatives and support various charitable causes.
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- Non-profit organizations that receive donations from donor-advised funds as a source of funding.
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Donor-advised funds are charitable giving accounts administered by a public charity.
The public charity that administers the donor-advised funds is required to file.
The form must be completed with details of contributions, grants, and investment activities of the donor-advised funds.
The purpose is to provide a tool for individuals to manage their charitable giving and distribute funds to qualified organizations.
Details of contributions, grants, and investments made by the donor-advised funds.
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