Donor Advised Funds
| What is a donor-advised fund?
A donor-advised fund enables you to establish a specific account for charitable giving. You make tax-deductible contributions of cash or other assets to the fund, and then you are able to recommend grants to your favorite charities anywhere in the country.Â
Your donor-advised fund is
- invested to align with your philanthropic philosophy and goals
- immediately eligible for a charitable deduction
- established according to specific IRS guidelines that create tax advantages and ease of administrationÂ
| Why establish a donor-advised fund?
A donor-advised fund is easy to establish and maintain! Benefits include:
- 24/7 online access to view your account and recommend grants to your favorite charities
- Ability to transfer highly-appreciated assets
- Income tax deduction
- Grow the proceeds for your own grantmaking
| Why should you partner with us to establish your donor-advised fund?
When you establish a donor-advised fund with ACF, you get access to our experienced team who will support you in strategic grantmaking and provide opportunities to learn more about local issues and organizations making a difference.
As your partner, our team providesÂ
- Knowledge about nonprofits in the region
- Accounting
- Bookkeeping
- Filing requirements for a reasonable charitable fund feeÂ
- Sounding board for your charitable decisions
Unlike a private foundation, a donor advised fund at ACF
- Provides maximum tax benefitsÂ
- Is not subject to excise taxesÂ
- Permits confidentiality
- Does not require annual pay-out minimumsÂ
| Donor-Advised Funds Resources
Stephanie Gianneschi
Director of Philanthropic Services
| Interested in establishing a fund?
To learn more about establishing a fund, contact Stephanie Gianneschi, Director of Philanthropic Services, at (970) 925-9300 ext. 219 or via email.