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Donor-Advised Fund Application

Personal Information

Please fill out your contact information as the primary contact for this fund.

Fund Information

We will help you finalize your charitable mission before officially establishing your fund but give us an idea of what you are planning to do. Once finalized, the mission cannot be changed.
Do you have a website for your project already?
General Charitable Fields of Interest*

Disbursements

Project Fund Members may recommend disbursements. As long as Member’s recommendations are legal, ethical, and in line with the charitable mission of the Project Fund, Paramount Impact strives to honor these requests. Paramount Impact is not obligated to follow the recommendations of the Project Fund Members, but is required by law to use disbursements in a manner that supports the mission and purpose of the Project Fund and the Paramount Impact Mission. Paramount Impact reviews all disbursements for compliance with federal/state laws and tax regulations.

Disbursements

Restricted Causes

Are there any organizations or causes that you would never want to support? For example, there are some charitable causes that are contrary to certain political or moral beliefs. These vary between people and we would like to know what you would like to never support.

Authorizations

The following individuals may serve as Advisors to the Donor Advised Fund.  If there are no Advisors identified, the Donor will serve as the Advisor to the DAF.

Upon the death, incapacity, or other disqualification of the last of the Advisors named above, the following individual(s) may serve as successor Advisor(s) to the DAF. 

Full Name, Address, Phone Number and Email Address Are Needed.

Professional Advisor Information

Paramount Impact does not offer tax, legal or investment advice. Who do you recommend Paramount should contact regarding these types of professional services for the activities of this fund?

(ie: Name, Job Title, Company Name, Phone number and/or Email Address)

Investment Preferences

What would you rate as your risk tolerance for the fund?

Giving Preferences

What timeline preferences do you have to start issuing grants from the fund?

Grant Timeline Preferences

Plan For The Fund

You may designate a “Successor Donor” to assume the same rights you hold regarding the Fund after your passing. The designated entity must continue to exist, remain legally valid, and have the capacity to serve as Successor Donor. If no selection is made, the DEFAULT option will apply.

  • Continue Fund (Default): The Fund will continue to support the same charities and/or charitable interests recommended by the Donor during their lifetime.
  • Specific Authorized Individuals: Appointed individuals designated by the Donor with specified privileges. Additional details about these individuals are outlined below.
  • Trustee of Donor’s Trust: The Successor Trustee(s) of a trust established by the Donor.
  • Family Organization: The leader, executive officer, or governing committee of a family organization established by the Donor.
  • Organization or Company: The chief executive officer, governing board, or authorized representative of a qualified nonprofit or for-profit organization.
  • Convert to Endowment: For details about different types of endowments, contact Paramount Impact directly.
  • Terminate Fund: Close the Fund and allocate grants to Paramount Impact Initiatives or specific qualified charities listed in the Fund’s Charitable Mission Statement.

Anything Else?

Are there any other special instructions or specific information you would like Paramount Impact to have or know about yourself or your charitable intent?

Final Details

By submitting this form, I acknowledge that the services I have selected may incur additional costs charged to my Donor-Advised Fund. I understand that Paramount Impact is not responsible for maintaining historical account balances or for any loss in fund value due to my investment recommendations. All investment recommendations must be submitted in writing, and I recognize that these recommendations may affect fund availability for grants during investment periods. While I have the privilege to make recommendations for the fund, Paramount Impact retains sole discretion over all funds to comply with IRS regulations and maintain its tax-exempt status.