Charitable Options

The Advise Us Fund® offers donor-advised funds and planned giving options that permit your clients 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. With a $100,000 minimum charitable gift to a donor-advised fund by your client, you can actively manage investments while your client recommends grants from the fund to the charities they 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 – Gifts Offering Asset and Tax Advantages Plus the Advantages of a Donor-Advised Fund

Silhouettes on the BeachCharitable Alt-IRA is a charitable IRA rollover alternative where long-term appreciated securities, equal in value to an IRA distribution, are contributed to a donor-advised fund. The stock donation offers a way to offset taxes on the IRA distribution. Donors have the option of buying back the stock on the open market with the IRA distribution funds in order to effectively increase their tax basis in that holding. This technique offers your clients a great way to use appreciated stock and IRA distributions to fund donor-advised funds. Clients gain asset and tax advantages in their portfolio plus all the benefits of having a donor-advised fund.

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Charitable Lead Trusts – Gifting Investment Income and Returning the Client’s Principal

Charitable Lead Trusts gift investment income to a charity (or charities) of your client’s choosing for a period of years and then return the remaining funds to the client. They permit clients to lock in a tax deduction (a portion of the total amount in the trust) in the year they establish the trust.

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Charitable Remainder Trusts – Gifting Principal and Paying Your Client Investment Income

For Donors - Charitable Remainder TrustCharitable Remainder Trusts are gifts that pay your client (and their spouse or others if they choose) over their lifetime and then give the remainder of the funds to a charity (or charities) of the client’s choosing at the end of a fixed term of years or at the client’s passing. They allow clients to lock in a tax deduction (a portion of the total amount in the trust) in the year they establish the trust.

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Note: The Advise Us Fund does not allow for refunds for gifts made to the organization.