Donor-Advised Fund
Are you looking for a way to benefit charity both now and in the future? With a donor-advised fund you can make gifts to charity during your lifetime and, when you pass away, your children can carry on your legacy of giving.
How it Works
- You make an initial gift of cash or stock to fund a Donor-Advised Fund at our charity.
- You make annual recommendations on gifts to be made from your Donor-Advised Fund.
- When you pass away, your children may recommend charitable gifts from your Donor-Advised Fund for a number of years.
- At the end of the term, the remaining funds become an asset of our organization, which will help further our mission.
Donor-Advised Fund Benefits
- A flexible easy to establish vehicle for charitable giving.
- Tax-efficient lower cost alternative to a private foundation .
- Estate tax deduction and savings for your gift.
- Tax savings from a charitable tax deduction in the year of your gift.
It's easy to get started with opening a Donor-Advised Fund account and recommending gifts to charity. Contact us to learn more about Donor-Advised Fund benefits and planning.
