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ESTABLISHING YOUR ENDOWED FUND. YOUR DONOR ADVISED FUND AT THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA Enrollment, Terms and Conditions, and Agreement assistance in filling out this form, please

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How to fill out donor-advised funds - giving

01

Research different donor-advised fund providers to find one that fits your giving goals and values.

02

Set up an account with the chosen provider and make an initial contribution to the fund.

03

Fill out the necessary forms and provide information about the charities or causes you wish to support.

04

Decide on the timing and amount of grants you want to recommend from your donor-advised fund.

Who needs donor-advised funds - giving?

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Individuals or families who want to simplify their charitable giving by making multiple donations through a single fund.

02

Donors who want to take advantage of immediate tax benefits by contributing to a donor-advised fund.

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What is donor-advised funds - giving?

Donor-advised funds-giving is when donors contribute to a fund, receive an immediate tax deduction, and recommend grants to charities over time.

Who is required to file donor-advised funds - giving?

Organizations that operate donor-advised funds are required to file Form 990.

How to fill out donor-advised funds - giving?

Form 990 must be filled out with information on contributions, grants, investments, and expenses related to donor-advised funds.

What is the purpose of donor-advised funds - giving?

The purpose of donor-advised funds-giving is to provide a centralized giving vehicle that offers flexibility and tax benefits to donors.

What information must be reported on donor-advised funds - giving?

Information on contributions, grants, investments, expenses, and activities related to donor-advised funds must be reported.

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