Donor Advised Funds
Donor advised funds are a simple way of setting up an individual, corporate or family legacy for charitable giving instead of gifting to charities directly. They consist of charitable giving accounts that are offered by a sponsor organization and often offer a less expensive alternative to setting up your own private foundation. You simply make your irrevocable, tax-deductible contribution into the account and then anytime thereafter make charitable grant distributions.

The account can be setup in the family name such as "The Thompson Family Foundation" and cash or appreciated securities can be deposited directly into the account, and invested until the account is instructed by the donor to make a charitable grant. The sponsor organization will perform the due diligence, record keeping and keep your donation anonymous if you desire.



Estate and Gift Taxation

Related Articles
  1. Taxes

    Fund a Lifetime of Giving with Donor Advised Funds

    Donor advised funds can have tremendous tax, cost and administrative benefits.
  2. Investing

    Putting Your Money to Work for the Greater Good

    There are several ways to put your capital to work for social or charitable causes, while also facilitating moves that support your personal finance goals.
  3. Financial Advisor

    What Inspires Your Wealthy Clients to Give Back

    New research about high net worth philanthropy shows that values drive giving decisions—and that donors plan to keep on giving into the future.
  4. Financial Advisor

    Top Tips for Maximizing Charitable Deductions

    Charitable donations can be a great financial planning tool. Here are some ways to make the most of them.
  5. Retirement

    Guiding Clients on Charitable Remainder Trusts

    Clients who wish to make donations to charity can reap an enormous tax deduction with charitable remainder trusts, but it must be set up correctly.
  6. Insurance

    Using Life Insurance To Make Charitable Donations

    Your life insurance policy can be a great tool for charitable giving. Find out how.
  7. Taxes

    3 Most Popular Charitable Investment Accounts

    Charitable investment accounts aren't just for the wealthy. There are several options for donors who want to manage their own funds.
  8. Financial Advisor

    Checking In on the Donor-Advised Funds Revolution

    Donor-advised funds are exploding in popularity among high net worth individuals. These charitable giving vehicles have received a fair share of criticism.
  9. Taxes

    3 Charitable Giving Strategies Anyone Can Use

    Here are three charitable giving ideas that the average American can use.
  10. Taxes

    Why 2016 Is an Especially Good Year to Donate to Charity

    If you've had a good year financially and you want to give back by supporting a charity, now might be a good time to do so.
Frequently Asked Questions
  1. What is the difference between a capital expenditure and a revenue expenditure?

    Capital expenditures represent major investments of capital that a company makes to expand its business and generate additional ...
  2. What is the difference between revenue and income?

    Revenue is simply the total amount of cash generated by the sale of products or services associated with the company's primary ...
  3. How can my stock's price change after hours, and what effect does this have on investors? Can I sell the stock at the after-hours price?

    When the regular market opens for the next day's trading, stocks may not necessarily open at the same price at which it traded ...
  4. What's the difference between a 401(k) and a Roth IRA?

    A 401(k) and a Roth IRA differ primarily on tax treatment, investment options, employer involvement, and limitations on contributions ...
Trading Center