Presentation: Donor-advised funds

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IMAGINE

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I gave you $100 to make a charitable gift . . .

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. . . who would you give it to?

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NOW IMAGINE . . .

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I gave you $1 million to make a charitable gift . . .

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. . . who would you give it to?
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The more you have to give, the more uncertain you become about that gift.

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You know you want to give, but . . .

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. . . you don’t know which charity you want to support.

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. . . you feel nervous about making a large, irrevocable gift.

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The solution: donor-advised funds

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Planning certainty

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Giving flexibility

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What is a donor-advised fund?

A giving account at a public foundation, which lets donors and successors make recommendations about the use of the funds.

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How does it work?

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Instead of making a donation directly to a charity, you make it to a donor-advised fund
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And then decide where the money will be allocated at a future date.

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What are the benefits?

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How are donor-advised funds better than other giving structures?

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Tax-free growth

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Donations grow free-of-tax within the fund.

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Easy to create

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They don’t require specialized advice from a lawyer or accountant.

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Minimal administration and upkeep costs

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A typical donor-advised fund has administration fees of 1% or less.

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Control over donations

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Donors advise the administrators about which charities to support (hence the name).

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Ability to change beneficiaries
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Donors can change beneficiaries after the will is written or insurance policy is purchased.

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Less rigid disbursement policies

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Unlike foundations, donor-advised funds aren’t required to make minimum annual disbursements.

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Removes pressure to act immediately

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Implement your estate plan now, then continue to research causes and make decisions about charities.

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So what’s the catch?

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Ongoing fees

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Most donor-advised funds charge fees for management of assets, which vary by sponsor.

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Limited investment options

Investments are usually limited to funds run by the sponsor.

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Grant recipients must be recognized public charities

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If you want to donate to a little-known cause or start your own charity, this isn’t the structure for you.

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A FINAL THOUGHT . . .
Donor-advised funds can give you the best of both worlds.

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Planning certainty AND giving flexibility

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Interested? I can help.

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• Professional expertise
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• Expert knowledge
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• Balanced, unemotional perspective

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Thank You

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