Grant Request Form

Grant Request Form
Page 1 of 5 - Donor Information
Estimated Time to Complete: 5-10 Minutes
Who is completing this onboarding application?*

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

First NameLast Name
Authorized Persons Pin Number*
Confidential pin number provided during the onboarding process.
Donors Pin Number*
Confidential pin number provided during the onboarding process.
Donor Advised Funds Account Number*
The custodians account number associated with the donors dedicated donor advised fund. Provided during the onboarding process.
Authorized Persons Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Authorized Persons Primary Email*
example@example.com
Donors Full Legal Name*

First NameLast Name
Donors Primary Telephone*
Please enter a valid phone number.Format: (000) 000-0000.
Donors Primary Email*
example@example.com
Notifications or Secondary Email
example@example.com

Page 2 of 5 - Grant Request - One
Non-Profit's Legal Name *
Request this from the charity if you are unsure
Non-Profit's Tax ID Number (EIN)*
Format 88-8888888
Non-Profit's Primary Contact Person*

First NameLast Name
Non-Profit's Primary Contact Persons Email*
example@example.com
Non-Profit's Primary Contact Persons Telephone*
Please enter a valid phone number.Format: (000) 000-0000.
What amount does the Donor want to send?*
How much money to you want to send to the charity? $USD
Does the Donor want this grant to be distributed anonymously?*

YesNo
Who does the Donor want to say the grant is from?*
Examples: Smith Family, Our Loving Mother Susan Smith, In Memory of John Smith
Does the Donor want the grant funds to be sent via expedited 3 day FedEx mail? There is an additional $20 bank service fee.*

YesNo

Page 4 of 5 - Innovative Donor Advised Funds - Service Fee Agreement
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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

- Exedited bank service fee for 3 day express mail or wire is billed with the Grant Service Fee (if applicable)

- 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.

Next Steps

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

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

3. Once your grant request is approved. Innovative Donor Advised Funds (IDAF)will verbally confirm the grant requests before distribution. If approved, we will request that the funds be transfered from your dedicated donor advised fund account and moved to the IDAF clearing account before the grant funds are distributed.

4. You can submit another grant request form if more than three grants are being requested.

5. Press Submit Below if your grant request 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
Authorized Person's Signature:

Authorized Person's Name:

Date:
Should be Empty: