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A corporate giving account with a Donor-Advised Fund is a simplified charitable giving account that can benefit businesses with favorable tax benefits, as well as support local businesses and communities.
Donor-Advised Funds Forms Booklet
Entity Form - Used with Forms Booklet when contributing as Corporations, Nonprofits, and other Entities.
Donor-Advised Fund Performance Report
Initial contribution of $10,000 is required, after which minimum donations of $1,000 may be made.
A minimum grant of $100 or more may be gifted to qualified U.S. charities. There are no restrictions on the maximum number of grants that can be recommended in any given time period nor any annual grant requirement at the individual account level. See Gifting Booklet for all rules regarding grants.
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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