Funding a Donor Advised Fund
Many Donor Advised Funds require as little as $10,000 to establish.
Multiple assets and securities can be contributed to establish your
account. You simply complete the donor information paperwork, and
fund the account or name the fund as the beneficiary of your assets
to be funded at a later date.
may use any of the following to fund your account:
Cash can be wired, transferred from an existing account or mailed
in with your donor information paperwork.
Publicly traded stocks, bonds and mutual funds
Publicly traded stocks, bond and mutual funds can be transferred
from their existing account at another financial institution or
Simplify your charitable giving by transferring the assets in your
private foundation to a Donor Advised Fund. This enables you to
continue with your charitable bequests without the numerous hassles
associated with the management of a private foundation.
Restricted, closely held or non-publicly traded securities
If the contribution involves restricted stock or other non-publicly
traded securities, please contact us toll free at 800-944-7730 for
assistance. We can contact different firms offering Donor Advised
funds to have them review your holdings. They will then make a decision
regarding the ability to accept the security.
Real estate contributed to a Donor Advised fund is made on a case-by-case
basis. Please contact us toll free at 800-944-7730 so that we can
have your property reviewed by the funds that have offered to review
real estate as an acceptable asset to donate. Please note that real
estate donated must be unencumbered to qualify for review.
Donor Advised funds can be named as the beneficiary of, and receive
distributions from, a charitable bequest, a charitable remainder
trust, a charitable lead trust, a qualified retirement plan. Simply
name the Donor Advised Fund of your choice in care of the donor's
The information contained on this site is for educational purposes
only. It is not intended to be professional tax or legal advice;
consult the appropriate professional regarding your specific situations.
Copyright © 2002 DonorAdvisedFunds.com