- Professional Advisors
Donor Advised Funds
A highly personal approach to giving. A simple and affordable alternative to a private foundation.
Dr. Donald J. Doudna and his family established a Donor Advised Fund, The Doudna, Nedved, DuBose Charitable Fund. Originally from Iowa, they have made Ponce Inlet their new home and want to support our community.
“Our primary interest involves helping children with reading and life success. Our fund allows us to align our family’s interests with providing support where and when it is needed.”
Donor advised funds are the fastest growing form of philanthropy in the United States because they allow you to easily manage the effectiveness and tax efficiency of your charitable gifts.
A primary benefit of a donor advised fund is the separation of the timing of your gifts to the fund and your grants to charities over time.
Some years it makes more financial sense to gift certain types of assets than in other years. You decide the timing and amounts of your contributions to your fund in accordance to your personal opportunities to give and receive maximum tax savings and deductions.
Grow your fund tax free.
You recommend grants to charities most meaningful to you on your own timetable.