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Funding Instructions The minimum initial contribution necessary to establish a Donor Advised Fund with the National Philanthropic Trust (NOT) program with Wells Fargo is $25,000. This irrevocable
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How to fill out donor-advised funds how dafs

01
Research and select a sponsor organization that offers donor-advised funds.
02
Open an account with the sponsor organization by completing the required forms and providing necessary documentation.
03
Make an initial contribution to the donor-advised fund.
04
Recommend grants to IRS-qualified charitable organizations from your donor-advised fund.
05
Keep records of your contributions, grants, and any investment activity within the donor-advised fund.
06
Review the sponsor organization's fee structure and policies for managing the donor-advised fund.

Who needs donor-advised funds how dafs?

01
Individuals who want to maximize their charitable giving impact while receiving immediate tax benefits.
02
Families looking to engage the next generation in philanthropy and teach them about giving back.
03
High net-worth individuals seeking a flexible and convenient way to manage their charitable donations.
04
Entrepreneurs or business owners looking to create a charitable legacy or support causes they are passionate about.
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Donor-advised funds are charitable giving accounts established at a public charity.
Organizations that operate donor-advised funds are required to file information returns.
Donor-advised funds must be filled out using Form 990 or 990-EZ.
The purpose of donor-advised funds is to allow donors to recommend grants to charitable organizations.
Information about contributions and grants made from the donor-advised funds must be reported.
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