How it Works

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How the Donor Advised Fund Works

As a donor, you make an irrevocable contribution of assets or cash, and receive an immediate tax deduction. You choose how your contributions are invested by selecting from a variety of investment pools. Your investment is professionally managed in a the fund, and has the potential to grow in value, tax-free. You choose the charities you wish to support. Any IRS-qualified charity is eligible. Your gifts are made on the timetable you select, in the amounts that you choose. The Fund makes charitable giving easier, while helping you to better manage - and even expand - the scope of your philanthropy. You leave the paperwork to us. It's simple and effective.
Donors are advised to consult with a tax advisor for a complete explanation of IRS rules and the benefits of charitable giving.
  • Establishing a Donor Advised Fund requires a minimum contribution of $10,000.
  • Additional contributions may be made for $1,000 or greater.
  • Contributions may be in the form of cash, mutual fund shares, stocks, bonds, or other securities.
Possible Tax Advantages of a Donor Advised Fund:
  • You may qualify for an immediate federal and state tax deduction of up to 60% of your adjusted gross income for each contribution made to your account.
  • When donating appreciated securities, you avoid paying capital gains taxes of up to 23.8% plus state income taxes.
  • Contributions you make will be removed from your estate, and not subject to estate taxes.
  • Appreciated property may be donated without triggering the federal alternative minimum tax (AMT).