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Corporate Donor Advised Fund Application

Establishing a Corporate Donor Advised Fund (DAF) at United Charitable allows you to focus easily on fulfilling your company's philanthropic goals and deciding which nonprofit organizations you want to support, without having to endure the administrative and financial burdens of establishing a private foundation. Once your application has been reviewed and approved by our Board of Directors, you will receive a letter affirming that United Charitable is the sponsor of your DAF.

General Information

Proposed Name of Corporate Donor Advised Fund:

Company Name: EIN #:

Address:

City:

State:

Zip:

Phone:

Social Handles

Facebook:

Instagram:

Twitter:

LinkedIn:

Administrative Information

Corporate Representative

Name: Title:

Birthdate:

Address:

City:

State:

Zip:

Phone: Email:

Corporate Representative (Additional)

Name: Title:

Birthdate:

Address:

City:

State:

Zip:

Phone: Email:

Proposed Corporate DAF Charitable Purpose

You may request grants to be made from your corporate DAF to existing charities, charitable activities in the U.S., and international charities as approved by United Charitable. Please describe below what your vision is for the religious, educational, scientific, and/or charitable outreach of your corporate DAF. This purpose will become your mission statement.

Proposed Mission Statement:

Ongoing Fees:

Investment Platform: An investment account is open FBO of the DAF.

Fees:

$500 Set-up fee

Bi-annual fees based on

AUM from 12/31-6/30

Asset Size	Fee
$0-500K	1%
$500,001-$1.5M	0.85%
$1,500,001-$3M	0.60%
Above $3M	0.45%

*Min fee of $250 Annually

Cash Platform: Cash is donated into the DAF.

Fees:

$500 Set-up fee
1% on all incoming funds
$250 annual fee

Insurance Platform: An insurance policy is donated or open FBO of the DAF and premiums are paid through the DAF as a donation.

Fees:

$500 Set-up fee
4.5% assessed on Death Benefit and surrenders
No annual fee

LLC Platform: Interest in a charitable LLC is donated to the DAF.

Fees:

$5,000 Set-Up fee
4.5% on all distributions from partnerships
$2,500 annual fee

Notes:

Attestation Statement:

Please read and attest to the following:
“As a representative of the company listed above in the Corporate DAF application, I acknowledge that I have been afforded ample opportunity to consult with an attorney, certified public accountant, and/or other independent professional advisors of my choosing in connection with my decision to create a Corporate Donor Advised Fund at United Charitable. I affirm that I have made the decision to apply to create a donor advised fund at United Charitable in order to advance the religious, educational, scientific, and/or charitable purposes explained above. If, and to the extent that, I may derive any tax benefit from my charitable contribution to United Charitable, such benefit is incidental to my desire to serve the purposes set forth above. I have made the decision freely and voluntarily to apply to create the Corporate Donor Advised Fund after giving it careful consideration and deliberation and with full awareness of how donor advised funds are administered by United Charitable in accordance with federal tax laws which pertain to publicly supported charities, such as United Charitable. I understand that contributions to United Charitable are absolute, irrevocable, and unconditional charitable contributions and I have no right to the return of them. Nor do I have any right or entitlement to any income from the funds or property I have contributed to United Charitable. I realize that the funds or property which I shall donate to United Charitable become the sole and exclusive property of United Charitable."

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Timestamp

Audit

November 5, 2020 10:28 am EST

Corporate Donor Advised Fund Application Uploaded by United Charitable - daf@unitedcharitable.org IP 72.73.25.226

November 5, 2020 11:07 am EST

Nichelle Gardner - nichelle@unitedcharitable.org added by United Charitable - daf@unitedcharitable.org as a CC'd Recipient Ip: 71.191.82.237

November 5, 2020 11:19 am EST

Nichelle Gardner - nichelle@unitedcharitable.org added by United Charitable - daf@unitedcharitable.org as a CC'd Recipient Ip: 71.191.82.237

November 5, 2020 11:20 am EST

Nichelle Gardner - nichelle@unitedcharitable.org added by United Charitable - daf@unitedcharitable.org as a CC'd Recipient Ip: 71.191.82.237

November 5, 2020 11:21 am EST

Nichelle Gardner - nichelle@unitedcharitable.org added by United Charitable - daf@unitedcharitable.org as a CC'd Recipient Ip: 71.191.82.237

November 5, 2020 11:27 am EST

Nichelle Gardner - nichelle@unitedcharitable.org added by United Charitable - daf@unitedcharitable.org as a CC'd Recipient Ip: 71.191.82.237

November 5, 2020 11:31 am EST

Nichelle Gardner - nichelle@unitedcharitable.org added by United Charitable - daf@unitedcharitable.org as a CC'd Recipient Ip: 71.191.82.237

November 12, 2020 12:19 pm EST

Nichelle Gardner - nichelle@unitedcharitable.org added by United Charitable - daf@unitedcharitable.org as a CC'd Recipient Ip: 71.191.82.237

November 12, 2020 12:19 pm EST

Vanessa Connelly - vanessa@unitedcharitable.org added by United Charitable - daf@unitedcharitable.org as a CC'd Recipient Ip: 71.191.82.237

November 25, 2020 1:56 pm EST

Nichelle Gardner - nichelle@unitedcharitable.org added by United Charitable - daf@unitedcharitable.org as a CC'd Recipient Ip: 69.255.21.85

November 25, 2020 1:56 pm EST