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Donor Advised Fund Grant Recommendation Form Fund / Advisor InformationName of the Fund:Fund # DName of Designated Advisor(s): Advisor Phone #:Advisor Email:Grant Amount: $Do you wish to remain anonymous:Yes

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How to fill out donor-advised fund grant recommendation

01

Step 1: Log in to your donor-advised fund account

02

Step 2: Locate the section for grant recommendations

03

Step 3: Select the recipient organization for your grant

04

Step 4: Enter the grant amount and any special instructions

05

Step 5: Review your grant recommendation before submitting

06

Step 6: Submit the grant recommendation for processing

Who needs donor-advised fund grant recommendation?

01

Individuals or organizations with donor-advised fund accounts

02

Donors who want to support charitable causes through grants

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What is donor-advised fund grant recommendation?

A donor-advised fund grant recommendation is a request made by a donor to a sponsor of a donor-advised fund to distribute a specified amount of money to a qualified charity or nonprofit organization.

Who is required to file donor-advised fund grant recommendation?

Individuals who maintain a donor-advised fund and wish to recommend grants to charities are required to file a donor-advised fund grant recommendation.

How to fill out donor-advised fund grant recommendation?

To fill out a donor-advised fund grant recommendation, donors typically need to provide the name of the charitable organization, the grant amount, purpose of the grant, and any necessary documentation as required by the fund sponsor.

What is the purpose of donor-advised fund grant recommendation?

The purpose of donor-advised fund grant recommendation is to facilitate the charitable giving process by allowing donors to recommend how the funds in their donor-advised account should be distributed to qualified charities.

What information must be reported on donor-advised fund grant recommendation?

The information that must be reported on a donor-advised fund grant recommendation includes the donor's name, fund account number, recipient organization details, grant amount, and the intended purpose of the grant.

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