 Simple, Flexible and Cost-Effective Way to Make Gifts.
You can use the Gift Fund to make one gift or a series of gifts. You may choose charities at your own pace and maintain flexibility with your giving program. You can receive many of the benefits of a private foundation with fewer complexities and lower cost.Better Tax Planning.
Your tax deduction is effective on the day your gift is accepted by the Fund. If you need to lock in tax deductions late in the year, you can do so with confidence, and without having to evaluate many charities and their needs. Flexible Planning for Charitable giving.
Other people may make gifts to be included in an account you establish. They would receive tax deductions, and your recommended charities would be considered for grants. For instance, you could set up a scholarship fund at an educational institution in the memory of a loved one, and all your family and friends might contribute to it. The Fund allows additional gifts of $250 or more after an initial minimum gift of $5,000. Capital Gains Tax Relief on Appreciated securities.
You may make gifts of appreciated securities (such as stocks or mutual fund shares) directly to the Fund and thereby avoid paying capital gains tax which would be due upon a sale. In addition, any future appreciation on these securities will not be taxable to you or included in your estate. Professional Investment Management.
The Fund's assets are invested in diversified, professionally managed portfolios. This means that you may set assets aside for future disbursement to charity without having to manage those assets yourself or hire an investment manager. Low Cost.
Donors who make gifts to the Fund are not billed for any of the Fund's services. The Fund pays the trustee a 2.5 percent annual fee for administrative services. The only other Fund expense is for directors fees. Full Administration and Reporting.
The Fund provides all the administrative and reporting services you need for a giving program, including the documentation you need to calculate and support income tax deductions.
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