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Donor Advised Funds

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.

GIVE

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.

  • Gifts to your fund are eligible for tax deductions at the highest IRS allowable rates.
  • Save capital gains tax when donating appreciated assets.


GROW

Grow your fund tax free.

  • With positive returns there will be more funds available for grant making.
  • Choose from the foundation's professionally managed investment options designed to meet a range of philanthropic goals and time horizons.
  • You may also choose for your trusted financial advisor to manage your fund assets (account balances in excess of $500,000).

GRANT

You recommend grants to charities most meaningful to you on your own timetable.

  • You have the opportunity to carefully evaluate your choices of charities and monitor their impact.
  • You may recommend any IRS qualified charity in the United States.
  • Involve your children and develop a family legacy of multi-generational giving back to your community.
  • You can rely on the Community Foundation to help you with new ideas, knowledge and personal service to develop giving plans to meet your goals.
  • We are happy to work in close partnership with your team of legal, tax and investment advisors.


Let’s Begin!

Bunching Strategies With Donor Advised Funds (PDF)

Donor Advised Funds compared to Private Foundations Chart (PDF)