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