Selected Advisor definition
Examples of Selected Advisor in a sentence
At the time of the Donor’s election to participate in the Donor Selected Advisor Option, the Advisor shall provide proof of custody of the donated assets and shall continue to do so as requested from time to time by the CCF in a timely manner.
This Agreement is intended to summarize an understanding of how the Advisor, Donor, and the CCF will manage the relationships established through the Donor Selected Advisor Option and based on the CCF’s Policies and Procedures.
The Donor Selected Advisor Option allows an individual or family to make charitable contributions into a Donor Advised Fund (DAF) with the CCF while maintaining their relationship with their trusted financial advisor.
The minimum initial fund balance required for participation in the Donor Selected Advisor Option is $50,000.00.