A simple, flexible and tax-efficient option to donate to your favorite charities.
A solution if you:
- Experience a high income year and want to set aside assets now to fund future giving
- Want to reduce taxes, especially if you are selling a highly-appreciated asset such as a business or real estate
- Wish to engage family members in charitable giving as a way to pass on family values
- Are concerned about the cost and complexity of a private foundation
Donor Advised Funds are irrevocable gifts made by an investor. Once gifted, the funds are generally under the control of the Donor Advised Fund’s Sponsor and cannot be reclaimed for the Donor’s personal use. Other limitations and risks may apply.
