CLIENT EXAMPLES

Fiduciary Trust Charitable has experience working with a variety of donor types as well as a range of donor requests. Below are some examples of how we have helped donors further their charitable interests through our donor-advised fund program. 

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Individuals and Families

  • Helped a donor develop a lifetime and legacy charitable giving strategy which included her DAF being the beneficiary of her trust with family members providing grant recommendations after she passed

  • Created custom reporting for donors moving a substantial donor-advised fund from another provider so they could maintain a view of their giving history before and after moving to FT Charitable

  • Enabled donors to implement “charitable gift bunching” strategies which increased tax deductibility of charitable giving over multiple years

  • Advised donors on the design and implementation of a custom successor charitable advisor and distribution plan in the event successor advisors are unable to serve

  • Helped a donor establish a DAF as the beneficiary of their IRA

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Nonprofits and Businesses

  • Helped a private foundation managed by sibling trustees to convert to multiple donor-advised funds, eliminating the cost and complexity of operating the foundation

  • Created a special “restricted” donor-advised fund to enable a restricted-purpose public charity to convert to a donor-advised fund. Our work in this area earned us an industry Stevie Award®

  • Facilitated a letter of understanding for a multi-year grant from a DAF to enable a construction project for a nonprofit

  • Established a corporate donor-advised fund for a closely-held business to facilitate long-term corporate charitable giving 

   While a DAF can be an IRA beneficiary, distributions to DAFs for living IRA holders are not eligible as Qualified Charitable Distributions


For more information on how Fiduciary Trust Charitable can help you achieve your philanthropic goals, please contact Todd Eckler at 617-292-6766 or teckler@fiduciary-trust.com.

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