Donor Advised Funds
The RSF Donor Advised Fund is a charitable giving vehicle that allows an individual, group, family, corporation, trust, or foundation to make a tax-deductible contribution to RSF, and then recommend grants from that contribution to qualified non-profit organizations. Donors not only receive an immediate tax deduction and back-office services, they also gain access to RSF’s cutting edge, mission-aligned investment portfolios.
Benefits of Establishing an RSF Donor Advised Fund
Simplicity and flexibility. You can create your Donor Advised Fund with a minimum $5,000 gift to RSF. Once the fund is established, simply submit grant recommendations (either immediately or at a later date) to our staff for the 501(c)(3) charitable organization(s) of your choice.
Immediate tax benefits. Regardless of when you choose to recommend grants from your Fund, you earn immediate tax benefits for all contributions to your Fund.
Maximize social and financial returns. Through our innovative Impact Investing Portfolios, you can put your Fund to work in high impact, socially screened investments with professional asset managers hand-selected by RSF for their consistent financial and social performance. Click here to learn more.
Receive administrative services. With your personalized Donor Advised Fund, you will receive full administrative, accounting, and donor acknowledgment services in addition to comprehensive quarterly reporting.
For more information or to establish an RSF Donor Advised Fund, download the RSF Donor Advised Fund Program Guide or contact Catherine Covington at 415.561.6151 or email@example.com.
Note: To satisfy legal and tax requirements, all contributions to RSF Donor Advised Funds are treated as irrevocable donations to RSF.
- Printed from http://rsfsocialfinance.org/services/giving/advised-funds/