Deseret Trust Company Deseret Trust Company

60 East South Temple, Suite 800
Salt Lake City, UT 84111-1036

Donor Advised Fund Profile

Please fill in all required items marked as * . Questions, please call 1-800-746-8250.

Questions, please call 1-800-746-8250.

A. Donor Information

B. Spouse Information

C. Donor Advised Fund Name

Note: Please do not use 'Foundation' or 'Trust' in your fund name.

D. Contribution Information

E. Recommend Investment Allocation

Choose one*

F. Add Additional Advisors

× remove Delete this advisor
+ Add Another

G. Account Comment

Tell us how you learned about the Deseret Trust Donor Advised Fund

Check all that apply

The Deseret Trust Donor Advised Fund Agreement

I/we desire to establish a Donor Advised Fund with Deseret Trust Company. I/we acknowledge that I/we have read the Deseret Trust Company Rules and Policies Regarding Donor Advised Funds and agree to the terms and or conditions described therein. I/we understand that any contribution, once accepted by Deseret Trust Company, represents an irrevocable gift and is not refundable to me/us.

I/we hereby certify that, to the best of my/our knowledge, all information presented in connection with this agreement and establishment of a Donor Advised Fund at Deseret Trust Company is accurate and that I/we will promptly notify Deseret Trust Company in writing of any changes. I/we acknowledge that I/we did not and will not receive anything in exchange for, or in consideration, of my/our contribution(s) to Deseret Trust Company and that Deseret Trust Company has obtained or will obtain exclusive legal control over the assets contributed, although I/we, and advisors I/we may appoint, may retain and exercise non-binding advisory privileges in regard to grants from such Donor Advised Fund.

I/we acknowledge and agree that I/we will obtain and rely on independent tax advice regarding the establishment, maintenance and operation of the Donor Advised Fund and that I/we will not rely on legal or tax advice from Deseret Trust Company. I/we acknowledge that, to help the government fight the funding of terrorism and money laundering activities, federal law requires financial institutions, including Deseret Trust Company, to obtain, verify and record information that identifies each person who opens an account, including a Donor Advised Fund, and I/we agree to provide the identifying information reasonably requested by Deseret Trust Company.

Each of the undersigned acknowledges that he/she has read and understands this Agreement including DTC's Rules and Policies Regarding Donor-Advised Gifts and Program Guidelines attached as Schedule A to this Agreement, and that he/she agrees to be bound by its terms.

Any information that you provide to us by filling out our online application form is stored on a secure server. We have put into effect industry standard security protocols and procedures to safeguard and secure your information we collect online. When using our forms to register we use Secure Sockets Layer (SSL) to encrypt internet and network transmissions for all online application form submissions. Once you provide us with personal or professional information, that data is kept confidential and not shared with any individual or organization unless formally authorized by you. To review, change or update the information that you have provided to us, to address any other privacy concerns, or to request that you be removed from a mailing list, please contact our office at 1-800-746-8250 or 60 East South Temple Street, Suite 800, Salt Lake City Utah 84111-1036.

I have read and agree that I accept the terms and agreements of Deseret Trust Donor Advised Funds' Rules and Policies regarding Donor Advised Gifts.
Return to Deseret Trust  |  Print Page
Save  |  Print Page
Processing. Please wait...
Saving. Please wait...