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 [...]
Donor advised funds, or charitable gift funds, provide numerous benefits to the donor: Donors enjoy the maximum income tax deduction. Donors avoid capital gains and estate taxes and, assets grow tax-free. Donors can manage [...]
Donor advised funds are much easier to establish than other planned giving vehicles such as private foundations, charitable trusts and supporting organizations. The process for establishing a Donor Advised Fund is outlined below: Contact [...]
Donor advised funds are charitable-giving vehicles that provide simple, tax-smart and meaningful ways to make charitable giving easier. The donor enjoys immediate and maximum tax advantages but can make grants on a flexible timetable. [...]