Give2Asia Users Guide - Families & Individuals

8/22/2019 Give2Asia Users Guide - Families & Individuals

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USERSGUIDEFAMILIES&INDIVIDUALS

LocalKnowledgeCounts

340PineStreet,Suite501,SanFrancisco,CA94104USA|www.give2asia.org

Copyright2013Give2Asia


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SERVICESFORFAMILIES&INDIVIDUALS

USERSGUIDE

340PineStreet,Suite501,SanFrancisco,CA94104USA|415.967.6300|www.give2asia.org|Twitter@give2asia

TableofContents:

I. ServiceOverviews

AdvisedGrantmakingDonorAdvisedFundsFundraisingDAFsDisasterFunds

II. ServicePolicies&Procedures

ContributionsOverview&PoliciesAdvisedGrantmakingPolicies&ProceduresManagementPoliciesforDonorAdvised&DisasterFunds

III.PricingGuide


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PEACEOFMINDFORYOURPHILANTHROPY


Give2Asias expert network of staff and advisors throughout Asia makes it possible for you to reach

almost any community and support a wide a range of causes. Give2Asia handles all the legal

requirementsofgrantmakingwhileprovidingyouwithaneffectivewayofachievingyourphilanthropicgoals.

TurnyourinspirationintoimpactwitheffectiveAdvisedGrantmakingandproject-specificresultsreporting.

Ensurethatyourfundsarereceivedandusedasyouintendedbytheorganizationyouidentify.

CarryoutyourphilanthropywhileGive2AsiahandlesDueDiligencerequirementsandensuresallgrantscomplywithanti-

terroristandotherguidelinesrelatedtointernationalgrants .

World-classDueDiligence

Give2Asia has people on the ground in over 20

countriesandunderstandsthelocalcontexts,laws

andbestpractices.Wetrackeverygrantfromstart

tofinishandcarryoutthoroughDueDiligenceon

everygroup.

Scaleable

YourphilanthropytoAsiamaystartwithjustone

grant. As your efforts inAsia grow, we can scale

with you to broaden your impact, reach more

communities, and to better understand the

effectivenessofyourgiving.

ExclusiveFocusonAsia

Give2Asiasmissionisalignedwithyours.Wewantto help people in need in Asia, and have many

years ofexperiencehelpingAsian communities to

thrive.

ResultsOriented

Leveraging our regional experts and experienceworking exclusively in Asia, you can ensure that

projects in Asia are carried out with proper

guidanceandfocusonresults.

WhatisanAdvisedGrant?

Advised Grantmaking helps donors in the United

States securely and effectively support charitable

groupsoverseaswhilemeetingallof thelegaland

financial responsibilities for sending money

overseas.Give2Asiahelpsyoufocusontheimpact

youwishtoachievewithyourgivingwhilewetakecare of the administrative work to ensure

grantmakingishandledproperly.

HowtoStartAdvisedGrantmaking

The first step in making an Advised Grant is to

contactGive2Asiaandletusknowwhatgroupor

projectyouwishtosupport.Fromthere,Give2Asia

completesa thoroughDueDiligencereviewofthe

grant recipient and begins stewarding your gift.

Once a grant has been made, Give2Asia willmonitortheworkfundedbythegrantandreport

backtoyouonthecompletionofprojectgoals.

Visitwww.give2asia.org/families-individualstogetstarted


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MANAGINGYOURPHILANTHROPYOVERTIME


AGive2AsiaDonorAdvisedFundisacharitablegivingaccount

that offers a convenient way for you to manage your

philanthropy for Asia. Make gifts into your fund at yourconvenience and recommend grants over time to charitable

causesyoucareabout.

1. MakeUStax-deductiblegiftstoyourDonorAdvisedFundatGive2Asia.

2. DeterminethetimingofgrantmakingfromyourfundandrecommendAdvisedGrantsfromGive2Asiato

organizationsandprojects.SeeouroverviewonAdvised

Grantmakingfordetails.

CostEffective

Rather than establish your own US-based

nonprofit,youcanreceiveaUStaxdeduction

forgiftswhileGive2Asiahandlesallback-office

administrationandgrantmaking.

ResultsOriented

Leveraging our regional experts and

experienceworkingexclusivelyinAsia,youcan

ensure that projects in Asia are carried out

withproperguidanceandfocusonresults.

EasytoManage

SettingupaDonorAdvisedFundissimpleand

free of any set up costs. Once you have

started, you can see your balance andgrantmaking history by simply logging into

youraccountonline.

PersonalizedtoYou

You can personalize the name of your fund,

engage your family inyourphilanthropy, and

recommend grants to organizations acrossAsia.

WhatisaDonorAdvisedFund?

A Donor Advised Fund is an alternative to

establishing and maintaining a US nonprofit

entity, relieving you of many administrative,

accounting,andreportingrequirementsaswell

as legal fees and other costs. YoumakegiftsintothefundandrecommendgrantstoAsia.

WhyEstablishaFund?

Donors have several common reasons for

establishing a Donor Advised Fund with

Give2Asia.TheFundprovidesaflexiblewayto

recommend grants at any time to a specific

Asia-based organization. The Fund allows adonor toreceive aUS tax deduction for gifts

intended for future grantmaking. A Fund can

also be a useful tool in estate planning and

multi-generationalgiving.



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ENGAGINGNEWDONORSANDNEWRESOURCES


Give2Asia Fundraising DAFs provide a platform for tapping into communities of donors to

supportyourcausesandprojectsacrossAsia.Acost-effectivealternativetostartingyourown

foundation,Give2Asiaoffersanimmediatewayforyouandyourdonorstomaketax-deductible

contributions,while youmake recommendationson the specific organizations and programsthatreceivegrants.

1. YourdonorsmakeUStax-deductiblegiftstoyourFundraisingDAFatGive2Asia.

2. Give2Asiaprovidesaplatformforacceptingonlinedonations,checks,wiresandsecuritiestransfers.

3. YoudeterminethetimingofgrantmakingfromyourfundandrecommendAdvisedGrantsfromGive2Asiatoorganizations

andprojects.SeeouroverviewonAdvisedGrantmakingfor

details.

CostEffective

Rather than establish your own US-based

nonprofit, you can offer donors a US tax

deduction for their gift while Give2Asia

handlesallback-officeadministration.

ResultsOriented

Leveraging our regional experts and

experienceworkingexclusivelyinAsia,youcan

ensure that projects in Asia are carried out

withproperguidanceandfocusonresults.

SecureOfferyourUSdonorsasecuregivingplatform

with help from a reputable partner that

specializes in handling donations bound for

Asia.

PersonalizedtoYouYou can personalize the name of your fund,

promote your causes, and take ownership of

the campaigns that target your donor

community.

WhatisaFundraisingDAF?

A Fundraising DAF is an alternative to

establishing and maintaining a US nonprofit

entity, relieving you of many administrative,accounting, and reporting requirements as

well as legal fees and other costs. Structured

thesameasaDonorAdvisedFund,youadvise

ongrantswhileengagingyourcommunity.

HowDoWeHelpFamilies&Individuals?

Give2Asiaisadonorserviceorganizationthat

seeks to strengthen and increase the

philanthropy of families and individuals. Weprovide a set of flexible services for defining

programs, providing administration for

fundraising activities, and carrying out

international grantmaking. All are geared

towarddonorsmakingadifferenceinAsia.



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MOBILIZINGYOURCOMMUNITY


Give2Asia is a trusted partner helpingAsiancommunities in

timesofdisaster.Since2001,wehaverespondedtoover27

major disasters, and worked closely with thousands of

individualdonorsonimmediatereliefandlong-termrecoveryeffortsfortheaffectedcommunities.

1. Quicklyandeffectivelyengageyourcommunityindisasterresponse

2. Supportlocalgroupsworkingonthegroundinaffectedareas

3. Seetheresultsofyourgivingandsharethemwithyourdonors

Benefits Details

CommunityEngagement

Createabrandeddisasterfund

Acceptgiftsfromyourcommunityandbeyond

Trackdonationsanddonors

Your friends and family can support victims of specific

disasters.AsaUS-based501(c)3,Give2Asialetsyousetup

a fund quickly to accept gifts online, by check, by wire

transfer and via securities transfer. A dedicated online

giving site with the name of your fund and a logo is

establishedatwww.give2asia.org.Allgiftsareplacedinto

yourdesignatedfunduntilthetimeyoudecidetomakean

AdvisedGrantor to support a special Give2Asia disaster

fund.GrantmakingtoLocalDisaster

Responders

Supportworld-classorganizationsworkingon

theground

Supportgroupsidentifiedbyyouremployees

Give2Asiaworksinover20countrieswithon-the-ground

advisors. When a disaster strikes, our local knowledge

enablesustoidentifygroupsthatareprovidingreliefand

recoveryinthemostefficientandeffectiveway.Youmay

choose to make an advised grant to a group or project

thatyouhaveidentified.Youmayalsochoosetosupporta

Give2Asia special disaster fund, which focuses on

organizations generating innovative ideas to empower

disaster-affectedcommunities.

Tracking&ReportingonEach

Project

Seetheimpactofyourgiving

Showimpacttoyourstakeholders

Supportlong-termrecovery

WhenyouworkwithGive2Asia,youwillseetheimpactof

yourcontribution.Give2Asiaworkscloselywithourlocal

partnerson the groundand reportsontheprogressand

impactoftheproject.Give2Asiaiscommittedtoworking

withaffectedcommunitiesforyearsafteradisaster.



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CONTRIBUTIONSOVERVIEWANDPOLICIES


YoumaymakeacontributiontoGive2Asiatofundanimmediategrantactivityorprogram,to

establish a Donor Advised Fund or Endowed Fund, or to make a gift to an existing fund.

Contributionsmaybemadeby individuals, families,corporations, foundations,donor advisedfunds, or from other vehicles such as charitable trusts. All contributions are subject to

Give2AsiasContributionsPolicies,whicharedetailedinthissection.

I.GIVE2ASIAGIFTFORM

TheGive2AsiaGiftForminitiatesyourpersonalizedgrantmakingactivities.UsetheGiftFormto

transmityourdonationandrecommendtheorganization,programorfundyouwishtosupport.

The form, available atwww.give2asia.org/family-resources,asks for basic donor information;

thetype,amountandpurposeofthegift;acknowledgementandidentificationpreferences;and

adescriptionofthedonatedassets.

Gifts for grantmaking activities require that the donor complete a Gift Form. Grantmaking

activities include fundinganAdvisedGrantoraCustomProgram,making a contribution toa

Give2Asia FundorsupportingGive2Asiasmissionandwork. Inaddition, the form isused to

initiateaDueDiligence Review inorder toqualify a charitableorganization inAsia asanew

Give2Asiagrantrecipient.

II.CONTRIBUTIONPOLICIES*

ThefollowingpoliciesgovernallgiftstoGive2Asia.

1. Approval of Contributions: The Give2Asia Board of Trustees reviews all contributions.Give2Asia reserves the right, at its sole discretion, to decline an offered contribution.

Contributions not acceptedwill be returned to the donorwithout interest as soon as is

practicable.

2. Donor Eligibility: Individuals, corporations, private foundations, community foundations,donoradvisedfunds,trusts,andestatesmaymakecontributionstoGive2Asia.TheBoardof

Give2Asia reviews contributions and reserves the righttodecline the contribution ofany

donoratitssolediscretion.

3. ContributionsAreIrrevocableandUnconditional:OnceGive2Asiaacceptsacontribution,itisirrevocableandunconditional.It isnot refundable tothedonorforany reasonand theassets are owned and held by Give2Asia. The donor may not impose any restriction or

conditionsoncontributionsthatpreventGive2Asiafromfreelyandeffectivelyusingthegift

infurtheringitsmissiontosupportcharitableactivitiesinAsia.

*GrantsandfundingofferedbyGive2AsiaandthepoliciesandguidelinesdescribedinthisUsersGuidearesubjecttotheprovisionsof

Give2AsiasArticlesofIncorporationandtheapprovaloftheGive2AsiaBoardofTrustees.Give2AsiasBoardofTrusteesreservestherightto

modifythetermsandconditionsofitsArticlesofIncorporationandthisUsersGuideatanytime.


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4. ContributionsMayNotFulfillaPledgetotheRecommendedCharity:Grantsrecommendedbydonors,ifdistributed,maynotfulfillapre-existingpledgetotherecommendedcharity.

5. ContributionsMayNotConferAnyPrivateBenefit:Adonationmaynotresultinthedonor,oranyofthedonorsfamilyorconstituents,receivingprivatebenefitfromagift,suchasany

goods,servicesorprofitfromthecharitableorganizationreceivingagrant.

6. Contributions May Not Be Used as a Bribe or Kickback: Donations and grantrecommendationsmaynotbeauthorized,promised,orofferedinconnectionwithanybribe

orkickback,orinviolationoftheU.S.ForeignCorruptPracticesActof1977,asamended,or

theanti-corruptionlawsofanycountry.

7. TypesofAcceptedAssets:Give2Asiaacceptsthefollowingtypesofassets:

Cash:Cashcontributionsmustbedeliveredbycheck,creditcard,directtransferfromabrokerageaccount,electronicfundstransferorwire.

Publicly Traded Securities: Give2Asia will accept most publicly traded securities,includingstocks,mostmutualfundshares,andbonds.Priortomakingacontribution

ofpubliclytradedsecuritiestoGive2Asia,pleasecompleteandsigntheGive2AsiaGift

Form,availableatwww.give2asia.org/family-resources.

Restricted Stock: Restricted stock may be accepted by Give2Asia subject to themarketabilityofthesecuritiesandtheapprovaloftheissuerconcerningthesaleof

suchsecurities.In the eventthat suchapprovalis denied,orin the eventthat the

securities cannot be sold for any reason within a reasonable time period, as

determinedbyGive2Asia,thecontributionwillnotbeacceptedandthesecuritieswill

bereturnedtothedonor.

Online Credit Card Donations: Contributionsmay bemade to anexisting fund bycreditcard(Visa,MasterCardorAmericanExpress)throughtheGive2Asiawebsite.To

makeadonationonlinegotowww.give2asia.org/fundsandselectthefundofyour

choice. There is a processing fee charged by the credit card companies

(approximately3percent)thatreducestheamountoftheactualgiftcreditedtothe

account.

OtherAssets:Give2Asia does not typically accept in-kind donations. Under specialcircumstances,Give2Asiamayconsiderdonationsofassets,suchasrealestate,other

thanthosedescribedabove.

8. Effective Date of Donation: The effective date of a charitable gift can be particularlysignificantwhencontributionsaremadeclosetoyear-end.Itisthedonorsresponsibilityto

ensurethatcontributionsaremadewithinthetaxyeardesired.

Checks:Contributionsmadebycheckaredeemedeffectiveupontheunconditional


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deliveryofthecheck.InthecaseofadeliverybyUSmail,thecontributioniseffective

onthedateitispostmarked.CheckscomingfromoutsidetheUnitedStatesshould

besentbyanovernightexpressdeliveryservicesothatthegiftcanbetracked.

CreditCard:Contributionsmadebycreditcardareeffectiveonthedatethechargeismade.

DirectTransfersfromBrokerageAccountsandWireTransfers:Contributionsmadebydirect and wire transfer are effective on the date the funds are received in

Give2Asiasaccount.

Marketable Securities: Theeffectivedateof contributionsofmarketable securitiesdependsonwhethersuchsecuritiesareheldincertificatedoruncertificatedform.

o Certificated Securities: The contribution is effective when the donor makesunconditionaldeliveryofproperlyendorsedcertificatestoGive2Asia.Inthecase

ofacontributionbyUSmail,theeffectivedateisthedateonwhichthesecurities

arepostmarked.Itisrecommendedthatsecuritiesbesentbyovernightexpress

deliveryservice.o Uncertificated Securities: Contributions of securities held in street name are

effectiveonthedatethetransferisirrevocablycreditedtoGive2Asiasaccount.A

donors instruction to his or her broker to make a transfer of uncertificated

securitiestoGive2Asiadoesnotmakethecontributioneffectivefortaxpurposes.

o RestrictedStock:Contributionsofrestrictedstockaregenerallysubjecttoissuerapproval. Gifts of such restricted securities will be considered complete only

whenissuerapprovalisreceived.

9. ValuationandReceipting:Give2Asiawillprovideawrittenconfirmationofeachacceptedcontributionwithanacknowledgmentoftheamountofacashcontributionand,inthecase

ofsecuritiesorothernon-cashassets,adescriptionofthecontributedassets.Give2Asia

doesnotvaluesecuritiesorothernon-cashcontributions.UStaxlawsplacethe

responsibilityonthedonortodeterminethevalueofcontributednon-cashassetsor

propertyfortaxpurposes.Allcontributionswillreceiveanacknowledgementletterthat

servesasareceiptfortaxpurposes.

10.LiquidationofNon-Cash Contributions: Give2Asia doesnot holdmarketable securitiesorother non-cash contributedassets, and will sell such assets immediately upon receipt. A

confirmationletterwillbesentafteranon-cashcontributionhasbeenreceived,accepted,

andliquidated.Theamountof thecontributionavailablefor grantingmay differ fromthe

amount of the donors tax-deductible contribution because of differences in the timingbetweeneffectivereceiptandliquidation.

11.USTaxDeductibility:BecauseGive2AsiaisaUS501(c)3publiccharity(Federalidentificationnumber #94-3373670), donors receive the maximum tax deductibility benefit on

contributions.IndividualdonorsareeligibleforanitemizedUSfederaltaxdeductionforcash

contributionsofupto50percentofadjustedgrossincome(AGI)inthetaxyearinwhichthe


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contributionismade.Deductionsforcontributionsofappreciatedsecuritiesheldformore

thanoneyeararelimitedto30percentofAGI.Excessamountsmaybecarriedforwardand

deductedovera five-year period following the yearofthe contribution.State income tax

deductions for charitable gifts are not necessarily the same as federal income tax

deductions. Please contact your tax advisor in advance of a gift to determine themostadvantageouswaytostructureyourcontributionsandassessyouractualUSandstatetax

deductibilitylimits.

12.PlannedGiving:Give2Asiacanbethebeneficiaryofyourwill,orabeneficiaryofacharitableremaindertrustorcharitableleadtrust,IRAassets,insurancepoliciesorotherassets.Please

contactGive2Asiastafftodiscussyourparticularneeds.

III.EXAMPLESOFPOSSIBLETAXSAVINGS

Mr.Goodman,whoisinthe35percenttaxbracket,donates$10,000incashforanadvised

grantand receives an income tax deduction of $10,000which results in a tax savings of

$3,500;thereforetheactualcostofhisgiftis$6,500.

Ms.Leepurchasedstockinanewcompanyfiveyearsagofor$10,000anditisnowworth$50,000. She decides todonate the stock, rather than cash, toGive2Asia to support her

charitablegivinginAsia.Bydonatingstock,sheavoidspaying15percentcapitalgainstaxes

andcandeductthefull$50,000valueofthestockasacharitablecontribution.Ms.Lee,who

isinthe35percenttaxbracket,willrealizetaxsavingsof$17,500onthe$50,000charitable

gift.Wereshetoliquidatethesharesherselfanddonatetheproceeds,shewouldhaveto

pay $6,000 in capital gains tax whichwould reduce the amount ofher charitable gift to

$44,000anddecreasetheamountofhertaxsavingsby$2,100.


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ADVISEDGRANTMAKINGPOLICIES&PROCEDURES


Give2Asia follows established grantmaking procedures that begin with project research and

recommendation,andendwhenGive2Asiaissatisfiedthatthegrantrecipienthascompletedtheprojectandhasfullyreportedbackontheresults.

I.PROCESSOVERVIEW

Request

YoumaketheGrantRecommendation

Give2AsiaconductsDueDiligenceanddetermines

eligibility Approval

GrantisapprovedbyGive2Asiatrustees

Give2Asiaentersintoagrantagreementwiththe

recipient Disbursement

Grantisdisbursed

Youreceiveconfirmationofthegrant

Give2Asiafieldstaffmonitorgrantsprogress

Recipientreportsonthegrant Monitoring&ReportingYoureceiveagrantsummaryfromGive2Asia

Grantcompleted

II.STEP-BY-STEPPOLICIES&PROCEDURES

1. Project Research & Identification: Possible projects for funding are researched andidentifiedinanumberofways,suchas: Adonorrecommendsaproject toGive2Asiawith the goalofproviding funding tosupporttheprojectwork. Project opportunities result from Give2Asias strategic research based on your

philanthropicgoals.2. Recommendation: Grants are initiatedwhenadonormakesa grantrecommendation

andcommitsfundssufficientforthegrantandassociatedfees.Donorsmayfundagrant

with a new gift or a recommendation from an existing Give2Asia fund. All grant


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recommendations must be made in writing using the Gift Form or Grant

RecommendationFormwhichspecifies:

Thenameandaddressoftherecommendedorganization; Theamountoftheproposedgrant; Thespecificpurpose,ifany,fortheproposedgrant(suchassupportingaparticular

projectorprogramarea);and

Howthefundadvisorwishestobeacknowledged.GrantsmaybemadeanonymouslyandGive2Asiawillprotecttheprivacyofthedonor.

3. GrantEligibility:Ingeneral,thefollowingtypesoforganizationsandactivitiesareeligible:

Qualified charitable organizations in Asia that are properly registered andadministeredincompliancewiththelawsofthecountryinwhichtheyoperate.

WhileGive2AsiaprimarilygrantstoorganizationsbasedinAsia,nonprofitsoperatingprogramsbenefitingAsiathatarenotbasedinAsiawillbeconsideredonacase-by-

casebasis.

Specificprogramswithadefinedcharitablepurposeconductedbygovernmentalorfor-profitentities.Unrestrictedgrantsto governmentalor for-profitentitiesarenot

permitted.

Charitable activities of religious organizations. However, activities that involveproselytizing are not eligible. Please see further information at

www.give2asia.org/family-resources.

4. Grant Limitations and Restrictions: In general, Give2Asia will not approve a grant

recommendationthat:

Providesaprivatebenefit, including any goodsorservices, to the donoror familymember;

Supportslobbying,politicalcampaignsorotherpoliticalactivities; Is used to discharge or satisfy a charitable pledge or obligation that is legally

enforceableagainstthedonororanyotherpersons;

Coversprojectcostsincurredbythegranteepriortotheapprovalofthegrant; Pays for goods or services of value received by the donor, their family or their

constituents;

Istoaprivatefoundationororganizationcontrolledbythedonor; Istoanindividualorfamily,asopposedtoacharitableorganization; Istobeusedforanypurposethatisnotentirelycharitable; Is to an organization that fails tomeet our standardDue Diligence requirements

(pleaseseewww.give2asia.org/family-resourcesformoredetails);and/or


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Requirespurchaseofgoodsorservicesprovidedbythedonor.5. Due Diligence: Prior to the approval of any grant, Give2Asia must establish the

recipients eligibility as a qualified charitable organization and assess its capacity to

receiveandaccountforgrantfunds.Whenagrantrecommendationismadeforagrant

recipientnotyetapprovedbyGive2Asia,therecipientisaskedtocompleteaGrantee

EligibilityApplication,whichisreviewedbystaffintheUSandAsia.Give2Asiaexamines

each new recipient to assess its charitable purpose and programs, legal status, the

soundness of its management and governance practices, its financial management

capacity,anditscompliancewithUSanti-terroristfinancingguidelines.Asitevisitmaybe

made by in-country staff if required. The due diligence process usually takes 4 to 8

weeks,buttimingcanvarygreatlybasedontheresponsivenessoftheorganization.

6. Give2AsiaBoardofTrusteesApproval:Allgrantrecommendationsaresubjecttoreviewand approval by the Give2Asia Board of Trustees prior to disbursement. Give2Asiamaintains a flexible approval structure to expedite the disbursement of grants to

approvedorganizations.Once anorganization has passed Due Diligence review and a

grantisreadytobemade,theorganizationandprojectdetailswillbesubmittedtothe

BoardofTrusteesoritsappointedrepresentativeforapproval.Ifarecommendedcharity

and project do not qualify, or the grant recommendation is otherwise unacceptable,

Give2Asiashalldeclinetomakethegrant.Give2Asiawillimmediatelynotifythedonorto

discuss alternatives or to propose ways in which a suggested grantee may become

eligible.

7. GrantAgreementandDisbursement: Followinggrantapproval,Give2Asiaentersintoawrittenagreementwiththegranteethatspellsoutthetermsofthegrant,whichinclude

thespecificpermittedandprohibitedusesofthegrantfunds,andthestipulationthat

unusedfundswillbereturnedtoGive2Asia.Thegrantagreementidentifiesthepersonat

the organization responsible for the implementationofthe grantand detailshow the

fundswillbetransferred.Thegrantagreementrecognizesthedonororthenameofthe

donorsGive2AsiaFundunlessthedonorwishestoremainanonymous.Uponexecution

ofthegrantagreement,thefundsaredisbursedtotheorganization.Give2Asiatransmits

grants to organizations in Asia primarily by wire transfer. Donors may not act as

intermediariesinthedeliveryofgrants.

8. GrantNotificationandTransmission: The donorwill receive email confirmation ofallgrants distributedas a result ofhis orher recommendations.For grantsmade froma

donorsGive2Asia Fund,disbursements aremadebywithdrawing fundsonapro-rata

basisfromeachinvestmentpool.

9. MonitoringandReporting:Give2Asiafieldstaffmonitorsthegranteeduringthegrantperiodtoassurethattheprojectisontargetandmeetingitsgoals.Attheendofthe


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grantperiod,thegranteesubmitsafinalreporttoGive2Asia,whichcontainsanarrative

of its achievements and a financial report demonstrating that the grant funds were

expended in accordance with the grant agreement. Give2Asia will notify corporate

donorsofthecompletionofthegrantprojectandprovideareportbasedonthelevelof

serviceagreedtobetweenGive2Asiaandthecorporation.

III.ADDITIONALCUSTOMPROGRAMOPTIONS

Give2Asiasexpertstaffcanfindthebestlocalprojectpartners,developprogramstrategies,and

presentapackageofgrantmakingoptionstailoredtoyourphilanthropicvision.Custom

Programsinclude:

Developmentofconceptsforuptothreedifferentactivities,withaproposalpreparedforone

Duediligenceandapprovalofprojectpartners Programcoordination In-countrystafftravel Projectmonitoring Six-monthprogressreport Finalreport


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SERVICESFORFAMILIES&INDIVIDUALS MANAGEMENTPOLICIESFORDONORADVISED&DISASTERFUNDS


1. Gift Acceptance and Receipt: Gift acceptance and receipt of funds contributed to aGive2Asia Fund are governed byGive2Asias contribution policies as outlinedwithin this

UsersGuide.

2. Minimum Initial ContributionandBalance: There isnominimumcontribution toopenaGive2Asia Fund and no minimum balance required to maintain your fund. There are

minimumsforgrantdisbursements,asoutlinedinGive2Asiasfeeschedulefoundwithinthis

UsersGuide.

3. Additional Contributions: There is no minimum for additional contributions to anestablished Give2Asia Fund. A contribution to an established Give2Asia Fund should be

accompanied by a completed Gift Form, which is available at

http://www.give2asia.org/family-resources.

4. NamingtheFund:Youchoosethenameofthefund.Thefundmaybenamedforyouoryourfamily,ortoestablishabroadcharitablepurpose,e.g.,TheFundfortheEducationofGirls

inChina.

5. FundAdvisorsandSuccessors:AGive2AsiaFundmayhaveuptotwonamedfundadvisorswhohaveequalpowers. Fundadvisorsare the parties authorizedbyGive2Asia tomake

grantrecommendationsfromthefund,aswellastochangeitspreferences.Fundadvisors

maynameuptotwosuccessorsafterthedeathoftheoriginalfundadvisors.

Successorsmaybeanyonetheinitialadvisorschoose,suchasaspouse,child,sibling,otherfamilymember,friend,orprofessionaladvisor.Whentwooriginalfundadvisorsarenamed,

successionapplies only after the deaths ofboth the original fundadvisors. Fundadvisors

maychoosetonameGive2AsiaoroneormoreAsia-basedcharitableorganizationsasthe

recommended beneficiary of the fund upon the death of all named fund advisors and

successors.

6. GroupAuthorities:IfaGive2AsiaFundisestablishedbyagroupofindividualsorfamily,twopeoplemaybedesignatedasfundadvisorswhohavetheauthoritytorecommendgrants

fromthatfund.

7. Reporting: Give2Asia will send a quarterly statement to each fund advisor reporting thecurrentvalueofeachfundsassets.

8. LimitationsonFund-RelatedExpenditures:Give2AsiapoliciesandUSlawprohibit:

The payment of compensation, loans, expense reimbursements and similar expensesfromaGive2AsiaFundtothedonor,donoradvisor,oranypersonrelatedtothedonoror

donoradvisor.


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ExcessBenefitTransactions* betweenGive2AsiaFundsanddonors/donoradvisorsandbetweensponsoringorganizationsandinvestmentadvisors.

9. ChangingYourPreferences:Thefundadvisor(s)maychangeanyofthedesignationsofthefund, including fundname,advisors, successors,and financial advisorsbycompleting the

DonorAdvisedFundChangeRequestForm,whichisavailableatwww.give2asia.org/family-

resources.

10.Minimum Fund Activity: To achieve Give2Asias goal of promoting philanthropy to Asia,Give2AsiaBoardofDirectorshassetaminimumtotalannualgrantsdistributionof5percent

of the aggregate net assets held inGive2Asia Funds. If this overallminimum isnotmet,

Give2Asiawill contact the fundadvisors torequest that they recommend grants tobring

their annual distribution up to a minimum of 5 percent. If Give2Asia does not receive

sufficient grant recommendations from underactive fundswithin 60days, it reserves the

rightto distribute fundsto supportGive2Asiasservices inorder tobring the totalannualaggregatedisbursementsuptothe5percentminimum.

11.AbandonmentofFunds: Fundadvisorsareresponsible forkeepingGive2Asia informedofaddresschangesandchangesincontactinformation.

IfGive2Asiaisunabletocontactafundadvisorafteraperiodofthreeyears,andtherehavebeennocontributionsorgrantrecommendationsbythedesignatedfundadvisors

duringthatperiod,Give2Asiareservestherighttotransfertheassetsfromthefundatits

owndiscretion.

ForanyDisasterFund,ifGive2Asiaisunabletocontactafundadvisorafteraperiodofsixmonths, and there have been no contributions or grant recommendations by the

designatedfundadvisorsduringthatperiod,Give2Asiareservestherighttotransferthe

assetsfromthefundatitsowndiscretiontosupportdisasterresponse.

12.AccountClosure:Fundsmaybecloseduponthewrittenrequestofalladvisorstoanaccountfollowingdisbursementofallfundsintheaccount.Fundswillautomaticallycloseifthereisa

zerobalanceandtherehasbeennoactivityforthepreceding12months.

*ThetermExcessBenefitTransactionmeansanytransactioninwhichaneconomicbenefitisprovidedbyanapplicabletax-

exemptorganizationdirectlyorindirectlytoorfortheuseofanydisqualifiedpersonifthevalueoftheeconomicbenefit

providedexceedsthevalueoftheconsiderationreceivedforprovidingsuchbenefit.(26USC4958)


17/17


PRICINGGUIDE


AdvisedGrantmaking

Service

Pricing

ForgrantsbetweenUS$10,000andUS$24,999

10%

ForgrantsofUS$25,000and

above

FirstUS$100,000ofgrant 7.0%

NextUS$400,000ofgrant 2.0%


AmountafterUS$1million 0.5%

DueDiligence

(newgrantrecipientsonly)US$1,000

GiftstoFieldofInterestFunds

Give2AsiaDisasterFunds 7.0%

OtherFieldofInterest

Funds10.0%

Advisory&CustomPrograms

Service Pricing

ForgrantsofUS$50,000and

above

FirstUS$100,000ofgrant 15.0%



AmountafterUS$1million 1.0%

Advisory&FieldAdvisor

AccessHourlyRates

DisasterFunds*

Service Pricing

EstablishmentofEachFund Nofee

MinimumStartingBalance NoMinimum

AnnualBalanceFees Nofee

Note:DisasterFundsareestablishedtosupportrelief&

recoveryforaspecificdisasterorsetofdisasters

DonorAdvisedFunds*

Service Pricing

EstablishmentofEachFund Nofee


AnnualBalanceFeesApply

FirstUS$500,000in

assets1.0%

NextUS$500,000in

assets0.8%

NextUS$4millionin

assets0.6%

AmountsoverUS$5

million0.4%

FundraisingDAFs*

Service

Pricing

EstablishmentofEachFund US$1,000


AnnualBalanceFeesApply

FirstUS$500,000inassets

1.0%

NextUS$500,000in

assets0.8%

NextUS$4millionin

assets0.6%

AmountsoverUS$5

million0.4%

*AdvisedGrantmakingfeesapplytodistributionsfromthe

Fund.

Documents

Give2Asia Users Guide - Families & Individuals