109 North Henry Street Alexandria, VA 22314 Building a Legacy of Liberty - donorstrust 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section A: Donor Information. Fill in your details as the account holder, including your preferred salutation, mailing address, phone number, and email. If applicable, provide information for a joint account holder.
3. In Section B, choose a name for your donor-advised fund. This could be personal or thematic; ensure it reflects your intent.
4. Section C allows you to select your anonymity preference regarding grant distributions. Choose from options like 'Account Name Only' or 'Anonymous'.
5. For Section D, indicate the contribution amount that will establish your fund. Remember, there is a $10,000 minimum initial gift.
6. In Section E, specify how you wish to allocate investments among different funds based on your financial goals.
7. Section F encourages you to articulate your charitable intent and set a term limit for the fund's operation.
8. Designate successor-advisors in Section G if desired. Provide their contact information and specify how assets will be managed.
9. In Section H, choose beneficiaries for remaining assets upon fund termination and provide necessary details.
10. Finally, review and sign in Section I to acknowledge understanding of the terms outlined in the Donor’s Guide.

Start filling out your form today using our platform for free!