A Donor Advised Fund can be a solution for anyone who:
- Is experiencing an extraordinarily high-income year.
- Will be selling a highly appreciated asset in the near future (publicly traded securities, complex assets like C-corp and S-corp shares, real estate, etc.).
- Wants to support several charities through one substantial gift.
- Wants maximum flexibility to change the charitable beneficiaries over time.
- Wants to involve a spouse, children and grandchildren in charitable giving.
- Makes cash gifts to numerous charities but would benefit by giving appreciated assets.
- Experiences fluctuating income but wants to maintain a steady level of giving.
- Is concerned about the complexity of a private foundation and lack of privacy.
- Wants to support a charity but is not confident with the organization’s investment management capability.
- Wants to keep his or her charitable giving confidential.
- Wishes to support a particular charity but wants to ensure that the gift is used as he or she intended.
- Wants to make year-end tax planning and charitable giving easy.