Donor Advised Funds

A Donor Advised Fund is a charitable giving vehicle in which the donor contributes cash or assets into the fund, with the ability to recommend a charitable organization at a later date that will receive grants from the fund. Donor advised funds allow the donor to receive tax benefits, while still maintaining control over how the assets are invested, which charities receive grants, and when those grants are awarded.

Benefits of Donor Advised Funds

Donate now, decide later. By using donor advised funds, your contribution is separate from the grantmaking event for tax purposes. You can make contributions in a manner that is timed to take the greatest advantage of any associated tax benefits, and you can recommend grants to charities whenever you choose.

Make the most of your charitable contributions. You, along with the guidance of your Ziegler financial advisor, can recommend the investment strategy for your contributions to your donor advised fund, eliminating any concerns about the charities you choose to manage the investment. Any growth in the assets is tax-free, providing potential for greater charitable gifts.

Easier record keeping. Donor advised funds provide consolidated reporting and record keeping. You can make grants to multiple charities and you will need only one tax substantiation letter. You can review your history of grantmaking online before making future gifts.

Leave a lasting legacy. Your donor advised fund can establish an enduring family legacy for philanthropy. Your family can continue involvement in grantmaking and investments by naming successor advisors to your accounts.

What can you contribute to a donor advised fund?

• Checks
• Publicly traded securities
• Closely held stock
• Life insurance
• Real estate
• IRA investments

What are your investment options?

• Your fund may invest in a broad range of securities, including stocks, bonds and mutual funds. Contributed assets can also be held in-kind.
• Investment management. If appropriate, your Ziegler financial advisor will recommend the fund and investment approach that is balanced and customized for you. Each fund is segregated and managed separately, and you always know which securities are held in your fund’s portfolio.

To learn more about donor advised funds available through Ziegler, contact your financial advisor or our  at 888.884.8339.

Our planning services are not financial planning (unless they are specifically called investment consulting services). They do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and B.C. Ziegler and Company. B.C. Ziegler and Company will prepare a financial plan at your specific request through NaviPlan.

Investment consulting services are offered at B.C. Ziegler and Company only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a Ziegler Wealth Management financial advisor to further discuss the differences between brokerage and advisory products offered by B.C. Ziegler and Company.