Donor-Advised Funds

Donor Advised Funds

What are donor-advised funds?

  • Offered through financial-services firms.
  • Accept cash, mutual funds, securities, business interest, retirement accounts or even collectibles and personal property such as jewelry. You get a tax deduction for your donation to the fund.
  • Once contributions are made, they are invested and grow tax-free.
  • When you are ready, you can make a contribution to a 501(c)(3) charity.