Fiduciary Trust Charitable

53 State Street

Boston, MA 02109

© 2019 Fiduciary Trust Charitable

PARTNERING WITH NONPROFITS

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

‚Äč

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.