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The CENTER for JEWISH PHILANTHROPY JEWISH UNITED FUND / JEWISH FEDERATION Name of FundDonor Advised Fund Agreement(Your fund may be named for yourself, in honor or memory of a loved one or to celebrate

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How to fill out donor advised fund agreement

01

Contact the sponsoring organization that manages the donor advised fund to obtain the agreement form.

02

Fill out your personal information such as name, address, and contact details.

03

Specify the amount you would like to donate to the fund.

04

Indicate any specific charities or causes you would like the funds to support.

05

Sign and date the agreement form before submitting it to the sponsoring organization.

Who needs donor advised fund agreement?

01

Individuals or families who want to maximize their charitable giving by taking advantage of tax benefits.

02

Donors who want to have more control over how their charitable donations are distributed.

03

Nonprofit organizations or charities that receive contributions from donor advised funds.

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What is donor advised fund agreement?

A donor advised fund agreement is a contract between a donor and a sponsoring organization that establishes the terms and conditions for making charitable contributions and recommendations for grants from the fund.

Who is required to file donor advised fund agreement?

The donor is required to file the donor advised fund agreement with the sponsoring organization.

How to fill out donor advised fund agreement?

The donor can fill out the donor advised fund agreement by providing their contact information, the amount of the contribution, the recommended grant recipients, and any specific instructions for the use of the funds.

What is the purpose of donor advised fund agreement?

The purpose of a donor advised fund agreement is to document the donor's intent regarding the use of their charitable contributions and recommendations for grants from the fund.

What information must be reported on donor advised fund agreement?

The donor advised fund agreement must include the donor's contact information, the amount of the contribution, recommended grant recipients, and any specific instructions for the use of the funds.

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