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Name: Fillable Online Donor-advised Fund Agreement 2023 - Givesendgo Charities Fax Email Print - pdfFiller
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What is donor-advised fund agreement?

A donor-advised fund agreement is a legal document that outlines the terms of a charitable fund established by a donor, allowing them to recommend grants to charities over time while benefiting from immediate tax deductions.

Who is required to file donor-advised fund agreement?

The sponsoring organization that maintains the donor-advised fund is required to file the donor-advised fund agreement with the IRS and ensure compliance with relevant regulations.

How to fill out donor-advised fund agreement?

To fill out a donor-advised fund agreement, you must provide information such as the donor's name, the sponsoring organization, the purpose of the fund, the fund's funding amount, and grant recommendation procedures.

What is the purpose of donor-advised fund agreement?

The purpose of a donor-advised fund agreement is to establish the framework for managing the fund, allowing the donor to recommend how and when funds are distributed to eligible charitable organizations.

What information must be reported on donor-advised fund agreement?

The donor-advised fund agreement must report information such as donor identity, fund purpose, grant recommendations, and any specific terms and conditions for fund management.

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