Charitable Giving
If charitable giving is one of your core values, it would be a privilege to help you make a meaningful difference in the causes that you care most about, either during your life or at your passing. We want to help you find the best way to express your generosity. Whether it’s through gifting appreciated securities or setting up a Donor-Advised Fund, we’ll guide you toward the charitable strategy that’s right for you.
Resources
Donor Advised Funds represent an irrevocable gift of assets from the donor to the fund. Contributions made to the fund are irrevocable and cannot be returned or used for any other individual or used for any purpose other than grants to other qualified charities over time. The gift is not an investment or a security. When evaluating a contribution to the fund, carefully consider the terms and conditions, limitations, charges and expenses. Depending on the tax filing status, DAF contributions may or may not be tax deductible.