The Advise Us Fund® offers donor-advised funds and planned giving options that permit donors to establish their legacy, take advantage of financial and tax planning benefits, and donate to their charities of choice as efficiently as possible.
Donor-Advised Funds – Flexible and Easy Charitable Giving
Donor-Advised Funds are tax-deductible contributions to The Advise Us Fund. You recommend how the funds are invested and recommend grants from the fund to the charities you support. All funds are required to distribute yearly, at a minimum, the annual net income of the fund.
Donor-advised funds have grown in popularity because many people find they make charitable gift planning flexible, easy and tax efficient.
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Charitable Alt-IRA – A Gift with Asset and Tax Advantages Plus the Benefits of A Donor-Advised Fund
Charitable Alt-IRA is a charitable IRA rollover alternative where long-term appreciated securities are contributed to a donor-advised fund that can offset taxes owed from an IRA distribution. Donors can use the IRA distribution to buy similar shares of the stock contributed and increase their basis in that holding. This technique offers donors a great way to use appreciated stock and IRA distributions to fund donor-advised funds – with asset and tax advantages plus all of the benefits of having a donor-advised fund for charitable giving.
Endowed Gifts – A Legacy of Stable Future Support
Endowed Gifts are gifts to The Advise Us Fund that allow for you to make a donation and use a portion of it to support the charity (or charities) of your choosing over time. The Advise Us Fund manages the gift with a minimum annual distribution of 5% of the value of the endowment’s three-year rolling average used to support the charity. Higher distributions, including those using the principal, are also possible.
Charitable Lead Trusts – Gifting Investment Income and Returning Your Principal
Charitable Lead Trusts gift investment income to a charity (or charities) of your choosing for a period of years and then return the remaining funds to you. They permit you to lock in a tax deduction (a portion of the total amount in the trust) in the year you establish the trust.
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Charitable Remainder Trusts – Gifting Principal and Paying You Investment Income
Charitable Remainder Trusts are gifts that pay you (and your spouse or others if you choose) over your lifetime and then give the remainder of the funds to a charity (or charities) of your choosing at the end of a fixed term of years or at your passing. They allow for you to lock in a tax deduction (a portion of the total amount in the trust) in the year you establish the trust.
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Note: The Advise Us Fund does not allow for refunds for gifts made to the organization.