If you are using a donor advised fund, list the fund as an organization on your giving plan. Put the date you will contribute to the fund in the “Dates of Gifts” column. For organizations that will receive funds from the donor advised fund, the date in “Dates of Gifts” is when you will schedule a disbursement from the donor advised fund to the charitable organization.
This video is part of the Better Giving Course. See the Better Giving playlist for all courses. Course materials are at
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