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Form 990PFOMB No 15450052Return of Private FoundationFor calendar year 2015 , or tax year beginning, 2015 , and endingSep 1Aug 31Name of foundationto Public Ins2016AEmployer Identification numberBTelephone
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How to fill out comparison of donor advised

01
Identify the donor advised funds (DAFs) you want to compare.
02
Gather information on each DAF, including fees, minimum contributions, and investment options.
03
List the goals you have for the DAF (e.g., charitable intent, tax benefits).
04
Create a comparison chart to analyze the strengths and weaknesses of each fund.
05
Consult with financial advisors if necessary to understand complex terms.
06
Make a decision based on your comparative analysis and personal philanthropic goals.

Who needs comparison of donor advised?

01
Individuals considering setting up a donor advised fund.
02
Philanthropists looking to maximize their charitable contributions.
03
Financial advisors assisting clients with charitable giving strategies.
04
Nonprofit organizations seeking to understand potential funders.
05
Estate planners implementing charitable strategies for their clients.
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The comparison of donor advised funds refers to the evaluation of financial performance, fees, and distributions of these philanthropic vehicles, allowing donors to assess their effectiveness and impact.
Typically, charities that hold donor advised funds and want to provide transparency to their donors and the public are required to file a comparison of donor advised funds.
To fill out the comparison of donor advised, organizations must collect relevant data on contributions, distributions, investment performance, and fees, and present this information in a standardized format as prescribed by regulatory bodies.
The purpose of the comparison of donor advised is to enhance transparency, help stakeholders assess the efficiency and impact of donor advised funds, and inform donors about their giving options.
Information that must be reported includes total contributions, grants made, administrative fees, investment returns, and the balance of funds held, as well as any specific policies regarding grant making.
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