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WHY ESTABLISH A FUND? |
A Donor Advised Fund provides an attractive alternative to a private or family foundation.
- You gain maximum deductibility.
- Your named fund reflects your charitable values in perpetuity.
- You
save time and energy - no paperwork hassles, no accounting, no
bookkeeping, no special tax return. We take care of the details.
- No excise tax.
- No 5% minimum distribution requirement.
- No complicated rules and regulations.
We serve as a powerful tool for estate planning.
- We
can help you use a bequest, charitable remainder trusts, charitable
lead trusts, and other planned gifts to create a community and a family
legacy.
- We work closely with your professional legal and financial advisors to create a thoughtful charitable giving plan.
We have a wide variety of services and fund types available to you.
- Donor Advised Funds and Donor Designated Funds: you recommend or specify grant recipients from your named fund.
- Endowment Funds: this fund can help a specific organization in perpetuity.
- Scholarship Funds: these funds help deserving students achieve their educational goals.
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