Agree to Terms. The parties state that they have read the terms and conditions of this Contract and agree to the terms and conditions contained in this Contract.
Agree to Terms. I hereby request that the Advise Us Foundation open a donor-advised fund in the name I have indicated on this form. I have read and agree to be bound to the terms of the Advise Us Foundation’s Giving and Investment Practices as adopted by the Board of Directors. This also serves as my written authorization to irrevocably transfer ownership of the assets specified on this form to the Advise Us Foundation. I understand that any contribution once accepted by the Advise Us Foundation represents an irrevocable contribution and is not refundable under any circumstances. I understand that if I make close to year-end contributions, for tax purposes, the effective date of my contribution could be realized in the next calendar year. I understand that if there is more than one donor for the donor-advised fund, each donor may act individually and without notice to any other party, as if each were the sole donor, including making grant recommendations and fund changes with the exception of removing a donor from the fund. I understand that I may make recommendations as to the investments of the donor-advised fund, as well as recommending grants to charitable organizations from the fund. Further, I understand that these are only recommendations and the Advise Us Foundation makes all final decisions concerning donor-advised funds. I agree to the annual administrative and investment fees associated with the management of the fund and accept that these will be deducted from the donor-advised fund.
Agree to Terms a. By accessing and using this website (Xxxxx Xxxx) customer accepts the Terms and Conditions.
b. Xxxxx Xxxx xxx, at any time and without prior notice, change these Term and Conditions by revising them on the website.
