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Donor Advised Fund Agreement Nonendowed Funds This Agreement (\” AGREEMENT\”) is made this day of___, 20___between Spur Community Foundation, (SPUR) an Idaho corporation with exempt public charity
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How to fill out donor-advised fundsinternal revenue servicedonor

01
Research and select a donor-advised fund sponsor or organization that aligns with your charitable giving goals.
02
Set up a donor-advised fund account with the chosen sponsor by completing their application process.
03
Make an initial contribution to the fund, which may include cash, securities, or other assets.
04
Recommend grants to qualified charities from your donor-advised fund account as desired.
05
Keep track of your contributions and grants for tax purposes.

Who needs donor-advised fundsinternal revenue servicedonor?

01
Individuals or families who want to streamline their charitable giving process and receive potential tax benefits.
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Those who want flexibility in when and how they donate to charities.
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Donors who want to involve their family members in philanthropic activities.
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Donor-advised funds are charitable giving accounts that allow individuals to make donations to a public charity and receive an immediate tax benefit, while recommending grants over time.
Organizations that sponsor donor-advised funds are required to file Form 990 with the Internal Revenue Service.
To fill out donor-advised fund forms, organizations must provide detailed financial information, grant activity details, and other relevant data.
The purpose of donor-advised funds is to facilitate charitable giving and provide donors with flexibility in how their donations are distributed to various charities.
Information such as contributions, grants, investments, expenses, and fund balances must be reported on donor-advised fund forms.
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