DAF Benefits

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

Participation in our Donor Advised Fund Investment Program.