How the Gift Fund Can Help Your Organization

When your donors give through a donor advised fund, your organization could benefit. For example, Gift Fund donors have the flexibility to schedule grants for future dates or set up recurring grant recommendations. These automatic options simplify their charitable planning, making it easier to give consistently to your organization and others over their lifetime, and beyond.

For Gift Fund donors, their charitable giving is organized for them within the Gift Fund's donor advised fund program, called the Giving Account^®. Donors can access their Giving Account online — initiate contributions, view statements and confirmations, and make grant recommendations at any time, subject to activity requirements.

Many Types of Assets Can Be Donated

A donor can contribute a single block of stock or "special" asset (e.g., Private C- or S-Corp shares or Real Estate) to the Gift Fund and support multiple charities with their donation, today and into the future. Giving long-term appreciated securities—those with unrealized capital gains — can also provide additional tax benefits to donors.

Read a research study about the benefits of giving appreciated securities (PDF).

If a donor has assets your organization is not able to efficiently convert into the cash you need, the donor can contribute the assets to the Gift Fund. The Gift Fund converts the assets to cash and then the donor can make grant recommendations to your organization and other charities they wish to support.

Learn more about Special Assets Contributions (PDF) to the Gift Fund.

Legacy Planning with the Giving Account

Gift Fund donors experience a lifelong commitment to philanthropy through the Giving Account, and beyond their lifetime through flexible successor options.

Donors can name individuals to take over the Giving Account privileges after their lifetime, or they can recommend charities to receive the Giving Account balance, or a combination of both.

Donors can also set up staged giving through the Endowed Giving Program, where recommended grant recipients can receive grants from the Giving Account balance at regular intervals from the Gift Fund after the donor's lifetime.

Income Options

The Gift Fund's Pooled Income Fund Program allows donors to make contributions and receive a lifetime income stream, for themselves and one other beneficiary, or up to two beneficiaries.

As an alternative to a Charitable Remainder Trust, the Pooled Income Fund is a simple way for donors to leave a legacy by recommending charitable beneficiaries — up to ten eligible grant recipients — to receive the value of the account after the last beneficiary's lifetime.