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DESIGNATED FUND AGREEMENTThank you for setting up a designated fund. Your fund will be administered by the Greater Kansas City Community Foundation, a 501(c)(3) public charity. Please complete the

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How to fill out corporate donor-advised fund agreement

01

Obtain a copy of the corporate donor-advised fund agreement form from the organization managing the fund.

02

Read through the form carefully to understand all terms and conditions.

03

Fill out the form accurately with all required information, including donor information, donation details, and any specific instructions for the use of funds.

04

Review the completed form to ensure all information is correct and legible.

05

Sign and date the form as required.

06

Submit the completed form to the organization managing the fund either electronically or through mail.

Who needs corporate donor-advised fund agreement?

01

Corporations or businesses looking to make charitable donations through a donor-advised fund.

02

Individuals representing a corporation or business who have the authority to make charitable contributions on behalf of the organization.

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What is corporate donor-advised fund agreement?

A corporate donor-advised fund agreement is a formal agreement between a corporation and a charitable organization that outlines how the corporation's donated funds will be distributed and managed.

Who is required to file corporate donor-advised fund agreement?

The corporation that is making the donation is required to file the corporate donor-advised fund agreement.

How to fill out corporate donor-advised fund agreement?

The corporate donor-advised fund agreement can be filled out by providing information about the corporation, the charitable organization, the donation amount, and how the funds will be used.

What is the purpose of corporate donor-advised fund agreement?

The purpose of a corporate donor-advised fund agreement is to ensure that the donated funds are used in accordance with the intentions of the corporation and to provide transparency and accountability in the donation process.

What information must be reported on corporate donor-advised fund agreement?

The corporate donor-advised fund agreement must include details about the corporation, the charitable organization, the donation amount, the purpose of the donation, and any restrictions on how the funds can be used.

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