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Estate or Deferred Gift Agreement WELCOME TO THE COMMUNITY FOUNDATION FAMILYThank you for choosing the Community Foundation for Greater Atlanta. Our team is available to assist you at any time with
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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
Obtain the donor-advised fund agreement form from the charity or financial institution managing the fund.
02
Fill in your personal information such as name, address, contact details, and any other required information.
03
Specify the amount you wish to donate or transfer to the fund.
04
Indicate any specific charities or causes you would like the funds to be directed towards.
05
Sign and date the agreement to make it legally binding.
06
Submit the completed form to the charity or financial institution for processing.

Who needs donor-advised fund agreement?

01
Individuals or families who wish to make charitable donations in a structured and strategic manner.
02
Donors who want to benefit from the tax advantages of charitable giving while maintaining a greater level of control over their donations.
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A donor-advised fund agreement is a contract between a donor and a sponsoring organization that establishes guidelines for how the funds will be distributed to charitable organizations.
Both the donor and the sponsoring organization are required to file the donor-advised fund agreement.
The donor and sponsoring organization must fill out the agreement with details about the specific funds, charitable organizations involved, and distribution guidelines.
The purpose of the donor-advised fund agreement is to provide a structure for the distribution of funds to charitable organizations in accordance with the donor's wishes.
The donor-advised fund agreement must include details about the amount of funds, specific charitable organizations to receive funds, and any restrictions on distribution.
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