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For internal useFUND ID Advised Fund Agreement TYPE OF FUND (Choose one)(Choose one) Establish a new fundDonor AdvisedUpdate fund informationOptional Memorial FundScholarshipCommittee AdvisedWhat is the name of your fund? e.g. Smith Family Fund, Cobblestone Fund, etc.How should this fund be recognized? The Community Foundation may use the fund name for grants and in Foundation publications. This fund should remain anonymous in grant letters and Foundation publications
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How to fill out advised fund agreement

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How to fill out advised fund agreement

01
Begin by obtaining the advised fund agreement form from your chosen financial institution or donor-advised fund sponsor.
02
Fill in your personal information, including your name, address, and contact details.
03
Specify the purpose of the fund and any specific charitable organizations you wish to support.
04
Indicate the initial contribution amount to the fund and outline any future contributions.
05
Review the fee structure, including any management fees associated with the fund.
06
If applicable, designate successors or beneficiaries for the fund.
07
Sign and date the agreement to confirm your understanding and acceptance of the terms.

Who needs advised fund agreement?

01
Individuals looking to donate to charity while retaining control over the distribution of those funds.
02
Those interested in maximizing their charitable contributions for tax benefits.
03
Grant-making organizations and foundations that manage funds on behalf of donors.
04
Anyone wanting to simplify their charitable giving and streamline the process.
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An advised fund agreement is a legal document that outlines the terms under which a donor can recommend grants from a charitable fund, which is typically held and managed by a sponsoring organization.
Donors who wish to establish or make contributions to a donor-advised fund are required to file the advised fund agreement with the sponsoring organization that manages the fund.
To fill out an advised fund agreement, a donor usually needs to provide personal information, specify the terms of the fund, outline their philanthropic goals, and designate the sponsoring organization.
The purpose of an advised fund agreement is to formally establish a donor-advised fund and to provide guidelines for how donations can be distributed to charitable organizations over time.
The advised fund agreement must report the donor's identification information, the fund's purpose, the intended distributions, and any specific instructions for managing and disbursing the fund.
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