Donor Advised
These funds are often an attractive alternative to the creation of a private foundation. Donors receive a tax deduction for the original, and any subsequent, gifts when made. Once the fund is established, the donors may designate deserving charities to benefit from fund income or, if desired, principal. Grants are then made, in the name of the donor’s fund, to the charities designated by the donor. Investments, paperwork and grant monitoring are all handled by the Foundation, with recognition flowing to the donor.
Establish a Donor Advised Fund (608 KB) Establish a Restricted Fund (612 KB) Establish a Scholarship Fund (606 KB) Establish an Unrestricted Fund (483 KB)
