The Donor Advised Fund

Giving that meets your goals

Your Donor Advised Fund may be tailored to meet your specific needs. The program is simple, flexible and offers many of the features you would expect from a more costly private foundation, yet has all the tax benefits of a public charity. These benefits include:

• A simple, long-term way to communicate your commitment to philanthropy, your community and your family
• A flexible method to realize your charitable plans
• An experienced, professional staff to assist you with your charitable giving

Businesses, including corporations, partnerships, limited liability companies or sole proprietorships, also find the Donor Advised Fund to be an excellent alternative to creating a corporate charitable foundation. For businesses, a Donor Advised Fund can:

• Establish, continue or further a current charitable giving program and reinforce your organization's commitment to the communities you serve
• Provide a source for future charitable giving in years when revenues might not otherwise warrant gifts to charity
• Leverage pre-public-offering stock contributions, providing substantial charitable funds after going public

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