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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. 

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 administration 

| 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 provides 

  • Knowledge about nonprofits in the region
  • Accounting
  • Bookkeeping
  • Filing requirements for a reasonable charitable fund fee 
  • Sounding board for your charitable decisions

Unlike a private foundation, a donor advised fund at ACF

  • Provides maximum tax benefits 
  • Is not subject to excise taxes 
  • Permits confidentiality
  • Does not require annual pay-out minimums 

| Donor-Advised Funds Resources

Donor Advised Fund Guidelines

Charitable Support Fees

Investment Options

Gift Acceptance Policies & Guidelines

Hate-Free Grantmaking Policy

Inactive Fund Policy For Donor Advised Funds

Stephanie Gianneschi

Director of Philanthropic Services

| Interested in establishing a fund?

Contact Stephanie Gianneschi, Director of Philanthropic Services, or call 970-925-9300 to to learn more about establishing a fund.

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