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DONOR ADVISED FUND AGREEMENT For best results while filling out this form, use a PDF Reader (not a tab in your browser)THIS AGREEMENT, made this ___ day of___, 202___, between In His Steps Foundation
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How to fill out donor advised fund agreement

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How to fill out donor advised fund agreement

01
Start by contacting the sponsoring organization of the donor advised fund.
02
Obtain a copy of the donor advised fund agreement form.
03
Provide information about yourself, including name, address, and contact information.
04
Specify the initial contribution amount to the donor advised fund.
05
Indicate any specific charitable organizations or causes you would like to support using the fund.
06
Review the terms and conditions of the agreement before signing and submitting it to the sponsoring organization.

Who needs donor advised fund agreement?

01
Individuals or families who want to have a structured way of managing their charitable giving.
02
Donors who want to take advantage of tax benefits associated with giving to a donor advised fund.
03
Nonprofit organizations that want to establish a relationship with potential donors through a donor advised fund.
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A donor advised fund agreement is a contract between a donor and a sponsoring organization that establishes the terms and conditions under which a donor can make recommendations for grants from the fund.
The sponsoring organization of the donor advised fund is required to file the agreement.
The donor advised fund agreement should be filled out by following the instructions provided by the sponsoring organization.
The purpose of a donor advised fund agreement is to specify how contributions will be managed and distributed according to the donor's wishes.
The donor advised fund agreement must include information on the donor's contributions, recommendations for grants, and any restrictions or conditions placed on the grants.
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