Get the free Donor Advised Fund Agreement - cfaac.org

Donor Advised Fund Agreement This agreement is made on, 2020 between the Community Foundation of Anne Arundel County, Inc. (CAAC) and (hereafter referred to as Founder(s)) to establish and govern

How to fill out donor advised fund agreement

How to fill out donor advised fund agreement

1. Read the donor advised fund agreement carefully and ensure you understand its terms and conditions.
2. Fill out your personal information, including your name, address, and contact details, at the beginning of the agreement.
3. Follow the instructions provided in the agreement to specify the amount of your initial contribution to the fund.
4. Indicate your investment preferences if applicable, such as choosing between different investment options provided by the fund.
5. Provide the names of any successor advisors or additional parties who may have advisory privileges over your fund, if desired.
6. Review and sign the agreement where indicated to indicate your acceptance and commitment to its terms.
7. Submit the completed donor advised fund agreement to the appropriate organization or institution offering the fund.
8. Keep a copy of the agreement for your records.

Who needs donor advised fund agreement?

1. Individuals or families who wish to establish a philanthropic giving plan and have significant assets to donate.
2. Donors who want to retain advisory privileges over the assets they contribute and have a say in how the funds are distributed.
3. People who want to take advantage of tax benefits associated with donor advised funds.
4. Non-profit organizations or foundations that offer donor advised fund programs to their donors.

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What is donor advised fund agreement?

A donor advised fund agreement is a contract between a donor and a sponsoring organization that establishes guidelines for the fund, including grant recommendations and investment options.

Who is required to file donor advised fund agreement?

The donor who establishes the fund is required to file the donor advised fund agreement with the sponsoring organization.

How to fill out donor advised fund agreement?

The donor can fill out the donor advised fund agreement by providing their contact information, specifying the fund's purpose, detailing any grant recommendations, and agreeing to the terms and conditions set forth by the sponsoring organization.

What is the purpose of donor advised fund agreement?

The purpose of a donor advised fund agreement is to establish the donor's guidelines for granting funds from the donor advised fund, ensuring that the donor's wishes are honored.

What information must be reported on donor advised fund agreement?

The donor advised fund agreement must include the donor's contact information, fund purpose, grant recommendations, and any restrictions on fund distributions.