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DAF Application

Home » Give » Donors » Create a Donor-Advised Fund » DAF Application

DAF Applicationinfo@thevisualrealm.com2024-12-10T14:47:49-04:00

1 – Your Fund

Name your Fund as you like. You can include your name or remain anonymous.
Examples: James Family Foundation, Pay It Forward Fund

2 – Donor(s)

Donors are the people making the contribution to establish the donor-advised fund.
Please provide information for each donor.
Name Date of Birth Phone Email Actions
       
There are no Donors.

Maximum number of donors reached.

3 – Fund Advisor(s)

Fund Advisors make recommendations for all Fund-related matters, including grants and investments. Fund Advisors have online access to view fund statements and recommend grants.
Donor Is Fund Advisor
Please indicate how you would like the Fund Advisor(s) to act when making recommendations for the fund.(Required)
Please indicate how you would like the Fund Advisor(s) to receive quarterly fund statements.(Required)
If the Fund Advisor(s) is different from the Donor(s) named in section 2, please provide their information below.
Name Date of Birth Phone Email Actions
       
There are no Fund Advisors.

Maximum number of fund advisors reached.

To list fund advisors in addition to the Donor(s) above, please provide their information below.
Name Date of Birth Phone Email Actions
       
There are no Additional Fund Advisors.

Maximum number of additional fund advisors reached.

4 – Successor Advisor(s)

Successor Advisors make grant and investment recommendations for the Fund after the Fund Advisors are no longer able or willing to do so. You may list as many or as few Successor Advisors as you like.
No Successor Advisor
Please indicate how you would like Successor Advisor(s) to act when making recommendations for the Fund. Select One:(Required)
Successor Advisors make grant and investment recommendations for the Fund after the Fund Advisors are no longer able or willing to do so. You may list as many or as few Successor Advisors as you like.
Name Date of Birth Phone Email Actions
       
There are no Successor Advisors.

Maximum number of successor advisors reached.

5 – Contribution Information

If you know how you plan to contribute, please provide details. If there are additional assets you plan to contribute to the Fund, please list in Section 9. If you plan to contribute intereset in a private business or real estate, please contact us to discuss the donation process. The minimal contribution to activate a fund is $5,000.
Contribution Type

6 – Investment Recommendation

Please select one of the following options for your Fund’s investments.
Investment(Required)
Investment Pools(Required)
Examine the table below and choose the corresponding desired option.

Investment Option 1 Allocation

  MORE RISK
Long-Term Goals
Lower Spending Rate
  LESS RISK
Short-Term Goals
Higher Spending Rate
   
Mix Options ➤ Moderately Aggressive Conservative Risk Averse
INVESTMENT POOLS Cash 0% 0% 0%
Money Market 0% 10% 100%
Fixed Income 30% 90% 0%
U.S. Equities 50% 0% 0%
International Equities 20% 0% 0%
Total Annual Fees ➤ 0.65% 0.80% 0.55%

7 – Professional Advisor(s)

Please list additional professional advisors (accountants, attorneys, financial advisors) with whom the Foundation may share information about your fund upon inquiry.
Name Firm Name Email Actions
     
There are no Professional Advisors.

Maximum number of professional advisors reached.

8 – Referral

Please list additional professional advisors (accounts, attorneys, financial advisors) with whom the Foundation may share information about your Fund upon inquiry.
Name

9 – Additional Information

Please include any additional information you would like us to know.

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