Donors Scheduling More Donor-Advised Fund Contributions

Donors Scheduling More Donor-Advised Fund Contributions

More donors are taking advantage of scheduling donor-advised fund contributions to charity. Recent data from Fidelity Charitable, the largest donor-advised fund administrator, shows an increase of six percent over the six years from 2008 – 2014.

Fidelity Charitable Donor-Advised Fund Scheduled Charity Contributions 2008 - 2014

Fidelity Charitable Donor-Advised Fund
Scheduled Charity Contributions 2008 – 2014

What are the donor benefits to scheduling donor-advised fund gifts to charity? Here are three:

1. Make the Gift Schedule When It’s Right for You. If planning gifts during the Thanksgiving/Winter Holiday season is too hectic, then donor-advised fund scheduling lets you plan ahead when you have the time.

2. Give Charitable Gifts When It’s Right for You. Scheduling with a donor-advised fund offers you the opportunity to plan your gifts better – include all the charities you support and give them gifts at the time that is right for you.

3. Budget for Your Charitable Giving Better. You can plan your budget easier when you schedule your gifts ahead of time. You also can distribute “windfall” funds – from sale of a business, a salary bonus or a high valuation of appreciated securities – more thoughtfully and easily with scheduled giving from your donor-advised fund.

More Donors See Advantages of Donor-Advised Fund Scheduled Contributions

Donors recognize the convenience of planning ahead when they have the time. It’s a great charitable giving advantage! Scheduling donations works best when the gifts are “predictable” in amount and timing. Donor-advised fund gift scheduling can make your charitable giving process much easier and better.

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Hiram Wurf is Charitable Catalyst, Managing Director of The Advise Us Fund®. The Advise Us Fund is an independent 501(c)3 nonprofit organization that offers a donor-centric approach to charitable giving. Hiram formerly served as Executive Director and Founder of the nonprofit 12 State, Inc. and as Marketing Communications Manager for Cool Choices, Inc. He has more than 16 years experience in nonprofit development, marketing and communications including nine years administering grants at a family foundation.

The information in this blog post is general and educational. It is not intended nor should it be construed as legal, tax, investing or financial advice. Individuals should consult with their own advisor about charitable giving arrangements The Advise Us Fund® may describe.

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