In order to guarantee the particularized source of donors, ensure the business of the Charity complies with relevant laws and regulations, and control the recommendation and approval processes of becoming Charity’s qualified donors, the Charity will establish the Strategic Development Advisory Committee.
Only members of the Strategic Development Advisory Committee or staff of the Charity have the privilege to recommend qualified donors directly to the Charity. Potential donors cannot apply to become qualified donors of the Charity without direct recommendation from members of the Strategic Development Advisory Committee or staff of the Charity. The Charity will make the final approval of a qualified donor’s application based on the no objection recommendation submitted by members of the Strategic Development Advisory Committee or staff of the Charity. If members of the Strategic Development Advisory Committee or staff of the Charity do not issue a no objection recommendation, the Charity will terminate the review process for a qualified donor.
The qualified recommenders of the Charity are listed as follows:
（1）Strategic Cooperation Partners of the Charity:
‘Strategic Cooperation Partners’ that have built up a strategic cooperation relationship and signed the Standard Version of the Strategic Cooperation Agreement of the China DAF (Donor Advised Fund) Charity with the Charity include, but are not limited to, investment management organizations, non-profit organizations and other qualified organizations.
The process of applying to become a Strategic Cooperation Partner is as follows:
（2）Philanthropic Expert Consultants:
i. Definition of Philanthropic Expert Consultants
The term ‘philanthropic expert consultants’ refers to professionals who have been invited by the Charity to provide professional charitable services for the Charity or the Charity’s cooperative institutions or programs. According to the Administrative Measures for Admission of Professionals into the Databases of Donor Qualification Examiners, Charitable Account Supervisors, and Philanthropic Expert Consultants of the China DAF Charity, they shall utilize their own time, knowledge, skills and resources voluntarily in their service term.
ii. Scope of Philanthropic Expert Consultants
The scope of ‘philanthropic expert consultants’ includes: lawyers, certified public accountants, tax advisors, asset appraisers and notaries who are practicing in China, as well as domestic and overseas experts, scholars, experienced practitioners and technicians, etc.
iii. Parties Served by Philanthropic Expert Consultants
Philanthropic expert consultants mainly provide professional charitable services for the Charity or its related institutions or programs.
In order to control the operational risk of the Charity, regulate the process of recommending qualified donors, and further clarify the relationship between the individual responsibilities of the members of the Strategic Development Advisory Committee and the Charity's responsibilities, the philanthropic expert consultants and the strategic cooperation partners, as members of the Strategic Development Advisory Committee, can only recommend donors in their own names, and shall not recommend donors or engage in other relevant activities related to the Charity in the name of the Charity, the Strategic Development Advisory Committee, without written authorization from the Charity.
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Contribution Prospectus of the China DAF Charity
Confirmation Letter Regarding the Standard Version of the Strategic Cooperation Agreement
Confirmation Memorandum Regarding the Standard Version of the Strategic Cooperation Agreement
