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This document outlines the agreement terms for establishing or updating a corporate advised fund with the Silicon Valley Community Foundation. It includes information about fund advisors, contact

How to fill out corporate advised fund agreement

How to fill out corporate advised fund agreement

1. Obtain the corporate advised fund agreement form from your financial institution or fund administrator.
2. Carefully read the instructions provided with the agreement to understand the requirements.
3. Fill in the name of your corporation and its tax identification number.
4. Provide the principal contact information, including name, title, and contact details.
5. Specify the purpose of the fund and any specific guidelines for grantmaking.
6. Include information regarding the initial contribution amount and future funding commitments.
7. Review any fees or terms associated with fund management and ensure you understand them.
8. Sign and date the agreement in the designated area.
9. Submit the completed agreement and any required documentation to the fund administrator.

Who needs corporate advised fund agreement?

1. Corporations looking to establish a structured giving program.
2. Business entities aiming to maximize their philanthropic impact in a tax-advantaged manner.
3. Companies wanting to engage employees in charitable giving or community initiatives.
4. Organizations seeking to simplify the management of charitable contributions.

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What is corporate advised fund agreement?

A corporate advised fund agreement is a legal document that establishes a fund for charitable purposes, allowing a corporation to contribute to a donor-advised fund while retaining advisory privileges over the distribution of the fund's assets.

Who is required to file corporate advised fund agreement?

Corporations that wish to create or maintain a donor-advised fund must file a corporate advised fund agreement with the respective financial institution or organization that manages the fund.

How to fill out corporate advised fund agreement?

To fill out a corporate advised fund agreement, a corporation needs to provide detailed information about the fund, including the donor's details, fund purpose, investment preferences, and who will have advisory privileges over fund distributions.

What is the purpose of corporate advised fund agreement?

The purpose of a corporate advised fund agreement is to facilitate charitable giving by corporations, allowing them to donate to specific causes while retaining a level of control over how the funds are disbursed.

What information must be reported on corporate advised fund agreement?

The information that must be reported on a corporate advised fund agreement typically includes the corporation's name and details, the fund's purpose, donor information, allocation preferences, and any conditions related to fund distributions.