Donor-advised funds can be a useful giving vehicle for grant-making private foundations and public charities. Fiduciary Trust Charitable has developed special expertise and a tailored offering in this area. The benefits of donor-advised funds include:

• Making anonymous grants

• Meeting the 5% private foundation annual distribution requirement (typically as part of grant-timing management)

• Splitting off part of a foundation into a separate donor-advised fund for a former trustee(s) to advise independently

• Converting a non-operating private foundation or public charity into a donor-advised fund

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Read our article, "A Perfect Pair: Donor-Advised Funds and Private Foundations" to learn more.

 

To discuss how we can assist your private foundation or public charity, please contact Todd Eckler, Executive Director, at 617-574-3425 or teckler@fiduciary-trust.com.