Donor Advised Funds

Donor advised funds provide a tax-efficient charitable giving strategy to individuals and businesses (i.e.- donors) to achieve maximize giving to qualified charitable organizations over the donors' lifetime and beyond. 

The way it works is simple. Donors make charitable contributions of just about any asset or investment type (cash, publicly traded securities, real estate, life insurance, private investments, etc) to a donor advised fund, which is a public charity or sponsoring organization, and the contributions are currently tax deductible.  The donors' contributions are held in separate accounts for the benefit of each donor and are not pooled.  While held in the donor accounts, the funds or assets have the ability to grow tax-deferred based on whatever investment strategies are used.  Donors have complete discretion to determine the amounts and the timing of when funds or assets held in the account are to be distributed (i.e.- grants) to qualified charitable organizations that the donors support.  There is no minimum annual requirement for contributions or distributions.  In summary, donors have the potential to give a lot more over time and receive significant tax deductions.  It's a win-win scenario. 

We work with an independent sponsor, iGiftFund, to support and administer these funds. Contact us to learn more.