Donor and Financial AdvisorAccount Access
Currently Offered Trusts
Original Trusts (no longer available for contribution)
Tools
Resources
Consolidate your giving with a tax-deductible contribution to a Donor-Advised Fund. Then, on your timetable, select qualified charitable organizations for the receipt of grants (subject to the review and approval of the Gift Trust). You can build a legacy of charitable giving by passing on the role of Donor Advisor to your heirs or other individuals, or requesting that a charitable endowment account be established and gifted out over time upon your passing.
You are eligible for an immediate federal income tax deduction
Reduce paperwork: Consolidated report shows all receipts in one place
Support charitable organizations you like – and the Gift Trust coordinates all the grants
Avoid capital gains tax on gifts of appreciated securities
Potentially grow your donations tax-free while you decide which charitable organizations to support and when to make grants
Enjoy online access to manage all aspects of your charitable giving
The Traditional I, II, and III Donor-Advised Funds are closed to new investors. Donations to Donor Accounts created prior to November 22, 2003 are invested in the Traditional I Donor- Advised Funds. Donations to Donor Accounts created on or after November 22, 2003 to August 14, 2009 are invested in the Traditional II Donor-Advised Funds. Donations to Donor Accounts created on or after August 15, 2009 to November 14, 2010 are invested in the Traditional III Donor-Advised Funds. Donations to Donor Accounts created after November 15, 2010 are invested in the Traditional IV Donor-Advised Funds.
How the Donor-Advised Funds Work
How to Set Up a Donor-Advised Fund Account
Bequests and Estate Plan Gifts
Charitable Organizations
Corporate Giving
Files are PDFs - all will open in a new window.
Offering Brochure
Gifting Booklet
Application
Donor-Advised Funds vs. Private Foundations
Systematic Contribution Application
Beneficiary Designation Sample Language
Additional Contribution Form
Entity Form – For donors that are corporations, partnerships or other entities.
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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