Donor Onboarding Application

Donor Onboarding Application
Page 1 of 7 - Donor Information
Estimated Time to Complete: 10-15 Minutes
Who is completing this onboarding application?*

DonorAuthorized Financial Advisor for the DonorAuthorized Representative of the Donor
Authorized Person Name*

First NameLast Name
Authorized Persons Phone Number*
Please enter a valid phone number.
Authorized Persons Primary Email*
example@example.com
Donors Full Legal Name*

First NameLast Name
Is the Donor a*

Natural PersonTrustOrganization
Organization or Trust Name*
Organization or Trust that is claiming the tax deduction
Organizations or Trust Domicile*
Please enter the state where the organization is organized/incorporated or the state where the trust is established
Donors Primary Email*
example@example.com
Notifications or Secondary Email
example@example.com
Donors Primary Telephone*
Please enter a valid phone number.
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Page 2 of 7 - Financial Advisor Information
Are you working with a Financial Advisor?*

YesNoUnsure
Financial Advisor*

First NameLast Name
Financial Advisors Firm Name *
Financial Advisors Email*
example@example.com
Financial Advisors Telephone*
Please enter a valid phone number.
Financial Advisors Office Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you want to provide Grant Request Authority to this Financial Advisor? Note: This allows the advisor to submit grant requests and have funds sent from your Donor Advised Fund without your written or verbal approval. This authorization can be removed at any time with signed written notice to our primary address or by completing the FA Authorization E-Form on our website.*

Page 3 of 7 - Donor Communication Preferences
The Donor understands and agrees to electronic communication and to conduct business using secure electronic signature platforms?*

YesNo
Does the Donor want View Only Access to their dedicated donor advised fund?*

YesNo
Does the Donor want detailed paper statements for their dedicated donor advised fund mailed to them?*

YesNo

Page 4 of 7 - Successor or Transfer of Death Instructions
In the event that the Primary Donor has deceased, the instructions provided here will take effect. Successor Donors are granted the same capabilities as the Primary Donor.

The Primary Donor can provide Grant on Death Instructions which will result in the entire account balance being granted to one or more charities of the Primary Donors choice.

If no instructions are on file, the entire account balance will be granted to one or more animal welfare charities which are solely selected by Innovative Donor Advised Funds.

Innovative Donor Advised Funds makes best efforts to follow succession instructions but is not liable if disputes arise and / or is not obligated to modify the instructions provided.

Please contact Innovative Donor Advised Funds if you would like to request special instructions. If accepted, written approval will be provided.
Do you want to add a Primary Successor Donor or Grant on Death Instructions?*

YesGrant on Death InstructionsNot at this time
Primary Successor Donor*

First NameLast Name
Primary Successor Donor - Date of Birth*

MonthDayYear
Date
Primary Successor Donor - Primary Email*
example@example.com
Primary Successor Donor - Phone Number*
Please enter a valid phone number.
Primary Successor Donor - Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you want to add a Contingent Successor Donor?*

YesNot at this time
Contingent Successor Donor - Full Name*

First NameLast Name
Contingent Successor Donor - Birthdate Date*

MonthDayYear
Date
Contingent Successor Donor - Primary Email*
example@example.com
Contingent Successor Donor - Phone Number*
Please enter a valid phone number.
Contingent Successor Donor - Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Grant of Death Instructions - Legal Name - Charity 1
Grant of Death Instructions - EIN - Charity 1
Grant of Death Instructions - Percentage of the Account Balance - Charity 1*
Grant Percentages MUST Equal 100%
Grant of Death Instructions - Legal Name - Charity 2
Grant of Death Instructions - EIN - Charity 2
Grant of Death Instructions - Percentage of the Account Balance - Charity 2
Grant of Death Instructions - Legal Name - Charity 3
Grant of Death Instructions - EIN - Charity 3
Grant of Death Instructions - Percentage of the Account Balance - Charity 3
Does the Donor understand and accept that Innovative Donor Advised Funds (IDAF) will donate the remaining interest and balance to animal welfare charities if the original donor has deceased and successor or Grant on Death Instructions have not been provided? The animal welfare charities are solely selected by IDAF.*

YesNo

Page 5 of 7 - Terms and Conditions
Does the Donor understand and accept that Innovative Donor Advised Funds (IDAF) does not provide tax, legal, or investment advice and the donor agrees to consult a qualified professional before making donations and/or grant requests?*

YesNo
Does the Donor understand and accept that donations to Innovative Donor Advised Funds (IDAF) are credited to their dedicated investment account and that investment management is only provided by the the financial advisor or donor?*

YesNo
Does the Donor understand and accept that donations to Innovative Donor Advised Funds (IDAF), a 501(c)(3) non-profit are irrevocable, donations are accepted on the date received, and that confirmation of the donation will be sent to the donor?*

YesNo
Does the Donor understand and agrees to only request grants payable to Qualified Organizations as defined by the Internal Revenue Services?*

YesNo

Page 6 of 7 - Terms and Conditions - Continued
Does the Donor understand and accept that grant requests must pass Innovative Donor Advised Funds (IDAF) due diligence process before the grant will be distributed? Innovative Donor Advised Funds retains the right to decline a grant request if it do not pass the due diligence process.*

YesNo
Does the Donor understand and agrees not to request grants to Qualified Organizations that are providing grants or scholarships directly to the donor and/or immediate family members?*

YesNo
Does the Donor understand and agrees not to request grants to Qualified Organizations who's primary activity is a sports or extracurricular activity disproportionally benefits the donor and/or immediate family members?*

YesNo

Page 7 of 7 - Innovative Donor Advised Funds - Service Fee Agreement
The Innovative Donor Advised Funds (IDAF) Service Fee is automatically billed and debited from the donors dedicated donor advised fund monthly, on the first business bank day, in advance. Billing and services will cease if the donors dedicated donor advised fund account does not have a balance aqdiquate to pay the services fees.

A services fee is billed and debited from the donors dedicated donor advised fund account for each grant request submitted. The service fee is owed even if the grant request was declined. The grant service fee covers the due diligance process undertaken by IDAF.

Service Fees - Effective 1/1/2025

- Initial Account Set Up: $50 - in Advance

- Monthly Account Maintaince Fee: $50 - In Advance

- Grant Service Fee - $50 - Due and debited at the time of the grant request submission

- Charitable Planning Consulting - By request only and with a seperate engagement letter. Consulting fee starts at $250 hourly, one hour minimum, and is billed in advance or arrears based on the engagement letter terms.

Service Fees debited are shown on your account statement and details can be provided on request.

Fees are subject to change and advance notice will be provided.

Donor and Advisors Agreement
I understand and agree to the terms & conditions in the Donor and Advisors Agreement*

YesNo

Next Steps

1. Read this information and contact us or your financial advisor if you have any questions

2. Your application will be reviewed and if anything is missing or unclear, we will contact you or your financial advisors for additional information.

3. Once your application is approved. You will recieve a welcome letter via the mail and email that provides you with your account number and your confidential six-digit pin number.

NOTE: The Account Number and Six Digit Pin will be required on all form submissions in order to authenticate your requests. Please keep them confidential.

4. Innovative Donor Advised Funds will reach out to your financial advisor to set them up or link them to your account. You can also direct them to the Donor Center page on our website to begin the process.

5. Press Submit Below if your application is complete.

Thank you for completing the application! We are looking forward to working with you.

Micah Landis

Executive Director

Innovative Donor Advised Funds

501(c)(3) Non-Profit - EIN 99-4321241
Signers Full Name*

First NameLast Name
Signature* Application Approval Signature
Alternative E-Sign Signature:
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Alternative E-Sign Signer Full Name:
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Alternative E-Sign Signing Date:
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Should be Empty: