Donor Advised Funds

Learn about donor-advised funds and how they can offer flexibility in charitable giving as part of your estate plan while benefiting family legacy.

What are the tax benefits of donor-advised funds in estate planning?

Donor-advised funds can provide immediate tax deductions when you contribute assets, while allowing you to distribute grants to charities over time. This timing flexibility can help manage your tax situation across multiple years. Additionally, assets in the fund may grow tax-free, potentially increasing the total amount available for charitable giving.