Yes, you can donate your traditional IRA, 401(k), and some other tax-deferred assets to a donor advised fund account upon death by way of a beneficiary designation.
Yes, but typically the transfer will trigger a taxable event. Consult your tax advisor first.
You must file Form 8283, with iGiftFund’s signed acknowledgement, if the amount of your deduction for all noncash gifts is more than $5,000 (except certain publicly traded securities). Blank forms and instructions can be [...]
Yes. You will receive a written confirmation of your contribution(s). This confirmation serves as a receipt for your taxes. It will also be available in your DonorView portal.
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% [...]
Anyone can make tax-deductible charitable contributions to your fund. Contributions are tax-deductible for the donor and must meet the criteria outlined in the Program Description and Guidelines.