Establishing a Donor Advised Fund offers a convenient way to give today to the charities you care about most.
Donor Advised Funds are one of the most common giving vehicles available today. They are a cost-effective and efficient alternative to private foundations for your charitable giving.
Significant benefits including:
- Facilitate family philanthropy across generations with an easy, cost-effective, solution.
- Establish a Fund with a variety of assets, including complex gifts such as real estate or closely held business interests.
- Enjoy tax benefits immediately, while maintaining flexibility in distributions and investment options.
- Avoid startup costs including legal fees and annual tax filings.
- Grown your fund over time with no minimum annual distributions.
- Manage grant recommendations online through our new Fund Holder Portal.
- Recommend grants anonymously, if desired, or in the name of the Fund.
- Appoint Advisors and Successor Advisors to continue your legacy of charitable giving in perpetuity.
This year's Annual Report, "A Canvas for Vibrant Giving", features the artwork of local artist, Eric Benjamin.Read More