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DONOR ADVISED FUND AGREEMENT (expendable)SECTION A:LEGAL Agreements document establishes a Donor Advised Fund (DAF) within the Community Foundation of Tompkins County, a nonprofit public charity 501(c)3
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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
Contact the donor-advised fund provider to request an agreement form.
02
Fill out personal information such as name, address, and contact details.
03
Specify the amount and type of assets you wish to contribute to the fund.
04
Indicate any preferred charitable organizations you wish to support using the fund.
05
Sign and date the agreement form, and submit it to the provider for processing.

Who needs donor-advised fund agreement?

01
Individuals or organizations who wish to make charitable contributions through a managed fund.
02
Donors who want to have more control over the distribution of their charitable donations.
03
People looking for a simple and tax-effective way to support multiple charities.

What is Donor-advised Fund Agreement - The Community ... Form?

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A donor-advised fund agreement is a contract between a donor and a sponsoring organization that outlines the terms and conditions for making contributions to the fund.
The sponsoring organization that manages the donor-advised fund is required to file the agreement.
The donor can fill out the agreement by providing their personal information, details of the contributions they plan to make, and any specific instructions for how the funds should be used.
The purpose of the donor-advised fund agreement is to establish a formal agreement between the donor and the sponsoring organization to ensure that the donor's wishes are followed in how their contributions are used.
The donor-advised fund agreement must include details of the contributions made by the donor, any restrictions on how the funds can be used, and any instructions for how grants should be distributed.
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