The Donor Advised Fund

A few minutes is all it takes to open your Donor Advised Fund

To open a University of Alabama Donor Advised Fund, take just a few moments to call us, complete our on-line application, or fill out the enclosed Donor Application Form. Return the form in the envelope provided and arrange your contribution of $25,000 or more. It's easy.

When filling out your Donor Advised Fund application, don't forget to:

• Decide on a name for your fund
• Name the advisor(s) — initial and successor, if any — to your fund (you may change it anytime; advisors must be at least 21 years of age)
• Tell us the investment objectives for your fund.

If you'd like us to to work with your professional advisor(s), feel free to have them call us.

The "Handbook for Donor Advisors," is an invaluable tool for anyone interested in creating a Donor Advised Fund. It contains details of the program,* but if you have additional questions, call us anytime at (205) 348-4767 or 888-875-4438. We would be happy to help you in any way we can.

* Neither The University of Alabama nor The University of Alabama Donor Advised Fund is engaged in rendering legal or tax advisory service. For advice or assistance in specific cases, the services of an attorney or other professional advisor should be obtained. The purpose of this publication is to provide information of a general character only. Watch for tax revisions. State laws govern gifts made in a contractual agreement. The University of Alabama Donor Advised Fund program will be periodically revised to comply with any then-applicable laws governing its administration.

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