Benefits of Donor Advised Funds
The benefits of a setting up a donor advised fund include:
- A tax preferred alternative to a private foundation;
- An immediate charitable tax deduction for the full fair market value of the assets you transfer;
- The fund can be named according to the donor’s choice;
- Elimination of all capital gains taxes;
- Ability to recommend distributions to charities you support;
- Ability to pass on the right to recommend distributions from your fund to your children; and
- Participation in our Donor Advised Fund Investment Program.