Donor FAQ

Upon review, we can accept and hold assets in kind. When they’re eventually sold, you can recommend how you’d like to reinvest the proceeds.

Yes, but typically the transfer will trigger a taxable event. Consult your tax advisor first.

You can designate one or more charitable organizations as charitable beneficiaries. Or, you can distribute the account’s assets in perpetuity in your name. If you don’t select either option, iGiftFund will annually distribute 5% of [...]

We charge an administrative fee quarterly in advance to your account. These fees cover gift acceptance, investment oversight, grant-making, recordkeeping, annual audits, tax filing, quarterly statements, insurance, and various other operating expenses. We charge any [...]

You can create an investment program that’s tailored to your individual goals and objectives. iGiftFund works with all custodial platforms, and each investment account is separated and can be individually managed on your familiar investment [...]

Yes. Your account assets can be split between multiple successors. Or, you can have your successors share in the advising responsibilities. Your successor advisors can also name their own successor advisors. We offer several creative [...]

Yes. You can name them as an advisor, contingent advisor, or successor advisor to your fund. We are somewhat unique in allowing children and grandchildren, as young as 8 years, to participate “under your direction” [...]

At iGiftFund, most funds can be established in a day. Once you submit a completed donor application and contribution form, your account is established and ready to receive contributions. Many will send a check along [...]

Yes. You have maximum flexibility in naming your fund. Most donors choose a name that reflects the family name, such as “The Jones Family Fund” or “The Jones Family Foundation.” You may also select a [...]

There is no minimum balance for a donor-advised fund. There is a minimum administrative fee of $600 annually.