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Give Donor Advised Funds - Benefits
Advised Funds - Benefits
Powerful Vehicles for individuals and businesses
There are many reasons to choose a Donor Advised Fund at the Foundation. It gives you the greatest number of giving options and allows you to designate grants to the qualified nonprofits of your choice at any time. Further, you receive the maximum tax benefits without the hassle of administrative details. There are no costs to set up your fund and no annual tax returns to prepare. You can establish a fund today with a minimum gift of $10,000.
A Corporate Advised Fund with the Foundation is an effective vehicle for giving. They are easy to establish and maintain and allow you to focus on the rewards of giving rather than the paperwork. Learn how to make your corporate giving more efficient, strategic, and rewarding!
How it works
• Create a fund with as little as $10,000.
• You can take an immediate tax deduction, and take your time making grants. There is no annual minimum of grant recommendations and you can add to your fund at any time.
• With corporate funds you name the fund and designate the individuals who are authorized to recommend grants –the CEO and board, the PR or HR department, or an employee committee.
• You can designate grants to any qualifying charity.
• You choose whether or not to give anonymously – on a grant-by-grant basis.
• We invest the funds and handle all of the fund administration – from cutting the checks to providing real-time access to your fund balance and giving and grant-making activity.
• We perform due diligence on all recommended charities, ensuring proper public registration, so you don’t have to.
Annual Report
Enjoy our 2009 Annual Report - cover to cover in under 3 minutes!
