Charitable & Legacy
Donor-Advised Funds
Take the deduction now, grant to charity over time.
A donor-advised fund lets you make a charitable contribution, take the deduction now, and recommend grants to charities over time.
How it works
You contribute cash or appreciated assets to a donor-advised fund and take an immediate charitable deduction. The funds can be invested for tax-free growth, and you recommend grants to qualified charities on your own timeline.
Benefits & considerations
Potential benefits
- Immediate charitable deduction
- Donate appreciated assets to avoid capital gains
- Invest contributions for tax-free growth
- Simplifies and consolidates giving
Considerations
- Contributions are irrevocable
- Grants must go to qualified charities
- Sponsor fees apply
Who it is for
Donors who want an upfront deduction with flexible, ongoing giving.
Explore Donor-Advised Funds for your situation
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