Donor Advised Fund
© Jez O'Hare
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The Retirement Resource Organization’s Donor Advised Fund allows you to manage your charitable giving–simply and efficiently. Designed for
humanitarian–minded individuals, our donor advised fund gives you and your family the flexibility of recommending distributions from your fund for
assistance programs as well as to support other charitable organizations.
Our fund is a convenient and flexible way to manage your charitable giving and is a cost-effective alternative to establishing a private foundation. It also provides you with significant tax advantages and may help minimize year-end pressure to make gifts.
Benefits / Gift Requirements
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Manage Your Charitable Giving – You have the flexibility of recommending distributions to the
Organization and other charitable organizations from your fund—an easy and efficient way to give to the causes you care about.
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Simplicity – There are no legal, administrative or reporting requirements associated with your donor advised fund. No start-up, administration or annual fees are charged.
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Family Involvement – Involve your family in charitable giving without the complexity of a foundation.
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Minimize Year-End Giving Pressure – Eliminate the pressure of making multiple gifts to various charities at year-end; make one gift to your donor advised fund, then recommend distributions to your favorite charities throughout the year.
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Realize Significant Tax Savings –Take an income tax charitable deduction for the full value of your gift in the year you establish your fund.
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Leave a Legacy – Play a significant role in helping The
Retirement Resource Organization provide significant assistance to
retirees and caregivers around the state.
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Minimum Initial Gift Amount: $100,000 – Cash, securities, real estate and personal property are accepted.
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Additional Gifts: $1,000
How It Works
It's a simple and straightforward process. You sign a letter of understanding and make an irrevocable gift to The
Retirement Resource Organization. At least 5% of the fund must be distributed annually, although, of course, distributions may be larger. A minimum of 20% of your fund’s principal and income must support
Retirement Resource Organization projects of your choice. You may also recommend distributions to support other charitable organizations as long as their values are not in conflict with ours. Distributions are made quarterly. Simply use the forms we provide to make your recommendations.
Comparison Chart – Compare The
Retirement Resource Organization's donor advised fund to Private Foundation.
First-hand Experience - See how Charlie Soderquist has used his donor advised fund to meet his charitable objectives.
Contact Us
Would you like more information on the donor advised fund or other planned gifts? Please contact us, e-mail
legacy@retirement-resource.org
or call toll-free at (877) 855-3718.
Gift Planning Home | Donor Advised Fund Home | Comparison of Giving Options | Contact Us
Information provided on our Internet site is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.
| The Retirement Resource Organization, Inc. is a tax-exempt charitable organization under Section 501(c)(3) of the Internal Revenue Code.
Donations are tax-deductible. | |
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