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DONOR ADVISED PERMANENT FUND AGREEMENT BETWEEN LEGACY FOUNDATION, INC., AND ___ (DONORS) THIS AGREEMENT (the Agreement) is made and entered into as of ___, 20__, by and between Legacy Foundation,

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How to fill out sample donor advised fund

01

Contact the financial institution that manages the donor advised fund.

02

Request the necessary forms to open the fund.

03

Fill out the forms with your personal information and desired contribution amount.

04

Specify any charitable organizations you wish to donate to from the fund.

05

Submit the completed forms to the financial institution for approval.

Who needs sample donor advised fund?

01

Individuals who want to make charitable donations to various organizations.

02

Donors who want to have more control and flexibility over their charitable giving.

03

Investors looking for tax advantages for their charitable contributions.

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What is sample donor advised fund?

A sample donor advised fund is a charitable giving vehicle that allows donors to make contributions to a fund, receive an immediate tax deduction, and recommend grants from the fund to qualified charities.

Who is required to file sample donor advised fund?

Nonprofit organizations that manage donor advised funds are required to file Form 990 with the IRS.

How to fill out sample donor advised fund?

To fill out a sample donor advised fund, donors need to provide information about their contributions, grants recommended, and any investment income generated by the fund.

What is the purpose of sample donor advised fund?

The purpose of a sample donor advised fund is to facilitate charitable giving by allowing donors to have a say in how their contributions are distributed to charitable organizations.

What information must be reported on sample donor advised fund?

Information such as contributions received, grants recommended, investment income earned, and administrative expenses must be reported on a sample donor advised fund.

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