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Donor-Advised Fund

Donor-advised funds are an often-underutilized tool offering tremendous advantages to those wishing to contribute to the betterment of society. As an alternative to the painstaking process of properly setting up and maintaining a charitable foundation, a benefactor can contribute to a donor-advised fund to retain some oversight over the administration of their gift, while capitalizing on favorable tax and estate planning incentives. Gifts to a donor-advised fund are irrevocable with the grantor maintaining an advisory function such as the recommendation of grants and identifying worthy causes.

Some key points on donor-advised funds:

The Directed Benefits Foundation specializes in tailoring creatively designed donor-advised funds that adhere complex regulations while still satisfying the estate planning and tax concerns of our remarkable donors.