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Donor Advised Fund Agreement Nonendowed FundsThisAgreement(\” AGREEMENT\”)ismadethisdayof___,20___ betweenSpurCommunityFoundation, (SPUR)anIdahocorporationwithexemptpublic charitystatusunderIRSCode170(b)(1)(A)(vi)and___ (DONOR)tocreateanonendoweddonoradvisedfund(FUND)without.

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How to fill out donor advised fund agreement

01

Review the donor advised fund agreement provided by the fund sponsor.

02

Fill in personal information such as name, address, and contact details.

03

Specify the amount of funds to be contributed to the donor advised fund.

04

Choose the investment options for the funds in the donor advised fund.

05

Designate any successor advisors or beneficiaries.

06

Sign and date the donor advised fund agreement.

Who needs donor advised fund agreement?

01

Individuals or families who want to make charitable contributions and retain some control over how the funds are used.

02

Donors who want to receive an immediate tax deduction for their contribution to a charitable fund.

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What is donor advised fund agreement?

A donor advised fund agreement is a legal document that outlines the terms and conditions of a donor advised fund, including how funds will be distributed and invested.

Who is required to file donor advised fund agreement?

The organization that sponsors the donor advised fund is required to file the donor advised fund agreement.

How to fill out donor advised fund agreement?

The donor advised fund agreement can be filled out by providing information about the donor, the terms of the fund, and how donations will be allocated.

What is the purpose of donor advised fund agreement?

The purpose of a donor advised fund agreement is to ensure that the donor's wishes are followed regarding how their donations are distributed.

What information must be reported on donor advised fund agreement?

Information about the donor, the fund's terms, and how donations will be distributed must be reported on the donor advised fund agreement.

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