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DONOR ADVISED FUND AGREEMENT This Donor Advised Fund Agreement is to establish a Donor Advised Fund between, and (hereafter referred to as Donor(s)) and The Community Foundation for the National Capital

How to fill out donor advised fund agreement

Point by point instructions on how to fill out a donor advised fund agreement:

1. Start by gathering all the necessary information: You will need to provide your personal details such as your full name, address, and contact information. Additionally, you may need to provide information about any organizations or charities that you represent.
2. Review the terms and conditions: Read through the donor advised fund agreement thoroughly to understand the terms and conditions. Pay attention to any eligibility criteria, minimum contribution amounts, and restrictions on the types of funds or assets that can be donated.
3. Determine the contribution amount or assets: Decide on the amount of money or assets you want to contribute to the donor advised fund. Make sure you comply with any minimum contribution requirements mentioned in the agreement. If you plan to donate assets, such as stocks or real estate, familiarize yourself with the procedures for transferring those assets.
4. Specify the purpose of your fund: Clearly state the purpose or charitable intent of your donor advised fund. This will help guide the fund administrator in making grants to qualified charities on your behalf.
5. Choose an investment strategy: Many donor advised funds offer investment options for your contributions. Consider your risk tolerance and the desired growth of your funds when selecting an investment strategy.
6. Designate successors or successors: Decide if you want to appoint successors or advisors who can continue making grant recommendations after your passing. Provide their names, contact information, and instructions on how they should manage the fund.
7. Complete the necessary paperwork: Fill out all the required forms and provide any supporting documentation, such as identification documents or asset transfer forms. Ensure that all the information provided is accurate and up to date.

Who needs donor advised fund agreement?

A donor advised fund agreement is typically needed by individuals or organizations looking to establish a charitable fund for the purpose of making donations to qualified charities. Whether you are an individual donor who wants to establish a lasting philanthropic legacy or a representative of a company or nonprofit organization seeking a structured approach to charitable giving, a donor advised fund agreement can be beneficial. It allows you to contribute funds or assets and maintain advisory privileges over how those funds are allocated to charitable organizations.

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What is donor advised fund agreement?

A donor advised fund agreement is a contract between a donor, a sponsoring organization, and a charitable organization that establishes guidelines for how the funds in the donor advised fund will be distributed.

Who is required to file donor advised fund agreement?

The sponsoring organization of the donor advised fund is required to file the donor advised fund agreement.

How to fill out donor advised fund agreement?

To fill out a donor advised fund agreement, the sponsoring organization will need to provide information about the donor, the charitable organization, and guidelines for how the funds will be distributed.

What is the purpose of donor advised fund agreement?

The purpose of a donor advised fund agreement is to ensure that the donor's wishes for how the funds will be distributed are followed.

What information must be reported on donor advised fund agreement?

The donor advised fund agreement must include information about the donor, the sponsoring organization, and the charitable organization, as well as guidelines for how the funds will be distributed.