Donor Advised Fund

How a Donor Advised Fund Works

Our Donor Advised Funds are professionally managed to accept and grow donations made to the fund. Investors receive an immediate tax deduction upon making a donation. Investors also determine the amount and timing of future distributions from the fund to the charities of their choice.

Benefits of a Donor Advised Fund

Easy to set up and requires little administrative maintenance
No capital gains tax on long-term appreciated assets that are gifted
Receive immediate tax deduction for full market value of gift for most assets
No excise taxes, unlike a private foundation
Assets donated are no longer part of the estate value
Makes a difference in people’s lives and communities for years to come
Carries on your legacy

Additional Information & Forms:

Understanding Donor Advised Funds