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This document outlines the establishment and administration of a Donor Advised Fund with The Greater Green Bay Community Foundation. It details the donor\'s irrevocable gift, the naming of the fund, investment strategies, distribution policies, roles and responsibilities of fund advisors, and various acknowledgments regarding the fund\'s governance and compliance with legal regulations.

How to fill out donor advised fund agreement

How to fill out donor advised fund agreement

1. Begin by gathering necessary information: your name, address, and contact details.
2. Identify the fund sponsor: research and choose a financial institution or community foundation that offers donor advised funds.
3. Fill in the agreement with the fund name: choose a meaningful name for your donor advised fund.
4. Specify the initial contribution: indicate the amount you are donating to establish the fund.
5. Set the fund distribution guidelines: outline how the funds should be distributed to charitable organizations.
6. Include your investment preferences: decide how you want the fund's assets to be invested.
7. Provide any other required information: check if the agreement requires additional personal or financial details.
8. Review the agreement: ensure all information is accurate and aligns with your philanthropic goals.
9. Sign the agreement: officially confirm your commitment to the fund by signing it.
10. Submit the agreement: return the completed form to the fund sponsor along with your initial donation.

Who needs donor advised fund agreement?

1. Individuals who want to manage their charitable giving.
2. Families looking to establish a legacy of philanthropy.
3. Individuals or organizations with substantial assets seeking tax benefits.
4. Those wanting to support their favorite charities in a strategic way.

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What is donor advised fund agreement?

A donor advised fund agreement is a legal document that establishes a fund at a sponsoring organization, allowing donors to recommend grants to charitable organizations while retaining advisory privileges over the distribution of those funds.

Who is required to file donor advised fund agreement?

Donors who wish to set up a donor advised fund with a sponsoring organization are required to file a donor advised fund agreement.

How to fill out donor advised fund agreement?

To fill out a donor advised fund agreement, a donor typically needs to provide personal information, specify the amount to be contributed, declare the charitable purposes of the fund, and outline the terms of granting advice on fund distributions.

What is the purpose of donor advised fund agreement?

The purpose of a donor advised fund agreement is to provide a structured framework within which donors can manage their charitable giving and recommend grants to eligible nonprofit organizations.

What information must be reported on donor advised fund agreement?

The donor advised fund agreement must report details such as donor identification, fund contributions, grant recommendations, and any specific restrictions or charitable purposes associated with the fund.