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A charitable organization can utilize a Donor-Advised Fund for professional investment management expertise, while designating certain funds for different projects. Donations may be contributed from individual donors to support a particular project and, when funds are needed, the Donor-Advised Fund will distribute funds back to the charitable organization.
Donor-Advised Funds Application
Entity Form - Used with Application when contributing as Corporations, Nonprofits, and other Entities.
Donor-Advised Fund Performance Report
To learn more, please contact Charitable Marketing at 800-836-2414.
Have concentrated stock, mature capital gains, or appreciated assets?
Get in touch to learn more about how the U.S. Charitable Gift Trust fits into your overall wealth planning strategy.
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