Donor Advised Fund
This fund serves as a financial tool much like a private foundation, but offers more attractive options when it comes to realizing your personal charitable objectives. With a Donor Advised Fund, costs and administration are shared and minimized. You may claim a charitable income tax deduction and may not have to pay any capital gains, if the gift is of appreciated property. You have the flexibility with a Donor Advised Fund of giving to your charity(s) of choice now or over time.
For many families and individuals, the Donor Advised Fund is fast becoming the desired planning option of choice. Contact us and learn more how you could benefit as well.
request helpFor further information or answers to your questions, please feel free to call our Gift and Estate Planning Team toll free at 1-800-449-5454. We can provide you with additional information on the variety of plans outlined and we can guide you, in consultation with your advisors as needed, to the best options for you. There is no obligation and the call is toll free, so call us today. You can send an email to: .