DONOR-ADVISED FUNDS
Donor-Advised Fund Overview

Philanthropic initiatives can be accomplished through many different channels, so why choose a donor-advised fund? The following are some key general benefits:

Tax Savings

  • Immediate income tax deduction for contributions, subject to IRS limits

  • No capital gains tax on appreciated securities donated to the DAF if they’ve been held for more than one year

  • No tax on income or capital gains on investments in the DAF

Flexibility and Convenience

  • The donor can request a grant to any IRS-qualified public charity, at any time

  • Grants may be anonymous, if the donor desires, or given in the fund name the donor requests

  • The donor can designate individuals to request current or future grants, even beyond the donor’s lifetime

  • Investments can be managed considering donor goals and recommendations to the extent possible, given the sponsoring organization’s overall investment policy

  • Contributions can be made to a specific DAF at any time, by anyone, including individuals, trusts and private foundations

Cost Efficiency

  • Typically significantly lower cost than establishing a private foundation

What Distinguishes Our Donor-Advised Funds?

While there are a number of general benefits from donor-advised funds, Fiduciary Trust Charitable's program provides a number of unique advantages:

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Integrated Personal Service

  • Dedicated, experienced advisor

  • Service integrated with other accounts

  • Simple grant request process

  • Online and mobile account access

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Expertise

  • Administrative services provider with $20B+ in assets under supervision
    (Fiduciary Trust Company)

  • Charitable advice integrated with wealth planning

  • Conversions to donor-advised funds

  • Giving strategy and measurement

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Flexibility and Innovation

  • Tailored investment approach with a broad universe of options

  • Accept a variety of illiquid assets

  • International grant capability

  • Custom DAF features available

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Sustainable Practices

  • Sustainable investment options

  • Low carbon impact initiatives

  • “Positive Philanthropy Pledge”

  • Independent board and auditors

Fiduciary Trust Charitable works with a variety of donor types and professionals.  Learn more about what makes us distinctive in working with:

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