What you can do for Liberty with a Donor-Advised Fund. Lawson Bader, CEO, Donors Trust

Nov 21, 11:45 PM
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What you can do for Liberty with a Donor-Advised Fund. Lawson Bader, CEO, Donors Trust


Principled Giving.

DonorsTrust is a donor-advised fund. At first glance, we resemble the thousands of such funds that exist across the U.S.
But we’re different.
We share your commitment to protecting our Nation’s constitutional liberties and strengthening civil society through private institutions rather than with government programs.
We are well positioned to alleviate, through education, research and private initiative, society’s most pervasive and radical needs. We are quite proud of our clients who meet this challenge by giving generously to public policy organizations and also to organizations relating to social welfare, religion, health, the environment, economics, governance, foreign relations, and arts and culture.

A donor-advised account is the easiest, most efficient way to manage your charitable giving.

You establish your account at a non-profit institute such as DonorsTrust with a minimum deposit.  Through the account, you, your family, or designated heirs can recommend grants to public charities. All contributions to the account are immediately tax deductible and as such are legally controlled by the organization that offers it. You may make grant recommendations to a variety of local or national non-profit organizations at any time throughout the life of your account.
It affords you efficient and superior tax treatment–greater than that offered by private foundations and other financial planning tools.

With an initial contribution of $10,000, you can set up a personal account at DonorsTrust funded with appreciated assets, cash, publicly traded securities, privately-held stock, or real estate. Capital gains taxes are not assessed on appreciated assets and all contributions qualify for the maximum charitable deduction allowable by the IRS Code for public charities. Your tax deduction(s) are immediate and are calculated in the year you make the contribution(s).
You may invest your account’s assets (managed by Merrill Lynch) according to a personalized strategy, allowing for tax-free growth and the potential for greater asset distribution among your philanthropic interests. During the life of your account, there are no required distributions and no annual excise taxes.
You should consult with your professional tax and legal advisors to determine the tax implications of your gifts as well as any associated reporting requirements. For further guidelines on the tax treatment of charitable contributions, please request a copy of The Donor’s Guide to DonorsTrust.