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

    Donor Advised Funds: Tax Efficient Giving

    Donor advised funds are a tax efficient way to donate large sums to charitable organizations.
  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

    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.
  4. 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.
  5. Managing Wealth

    Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  6. Insights

    Top 5 Corporate Donors in Retail (WMT, GOOG)

    Discover the five largest donors in the retail sector as measured by cash contributions, including the company that donated more than 50% of the group's total.
  7. Managing Wealth

    How To Start Your Own Private Foundation

    Private foundations can be time consuming and expensive, but many find the endeavor worthwhile.
  8. Taxes

    Tips on Charitable Contributions: Limits and Taxes

    An overview of the limits and tax deductions of charitable donations.
  9. Financial Advisor

    How To Plan For The Charitable Giving Boom

    Of the $58 trillion that will be passed over the next several decades, $26 trillion could go to charity. Here's how to plan for that huge shift.
  10. Insights

    Tale of Two Charities: Trump's Helps Trump, the Clintons' Is the Real Deal

    The Clintons have been quite literally a thousand times more charitable than The Donald. And now the Trump Foundation is in trouble with New York State.
Frequently Asked Questions
  1. How did the ABX index behave during the 2008 subprime mortgage crisis?

    Read about the disastrous performance of the various ABX indexes in the subprime mortgage crisis of 2008 during the middle ...
  2. How did moral hazard contribute to the 2008 financial crisis?

    Learn about moral hazard, how it can affect outcomes and how it contributed to the conditions that led to the 2008 financial ...
  3. Which mutual funds made money in 2008?

    Read about the only mutual fund that turned a profit in 2008. Learn about risk-averse investment strategies and the financial ...
  4. Were Collateralized Debt Obligations (CDO) Responsible for the 2008 Financial Crisis?

    Collateralized debt obligations are exotic financial instruments that can be difficult to understand, Learn the role they ...
Trading Center