A Partner in Philanthropy: Donor Advised Fund
Would you like to be directly engaged in the process of deciding what causes and which institutions will receive your support? Donor Advised Funds operate much like private foundations, but without the administrative burdens or paperwork. Here are some of the advantages:
Contribute when needed, and receive an immediate income tax deduction;
Enjoy a quick and easy set-up with a $25,000 minimum initial gift;
Make grants at your convenience to any qualified charity in the United States;
Take advantage of online fund account access and grant distribution through your secure personal online grant portal: PhilNet.
Select recognition or anonymity on a grant-by-grant basis, or for all of your activities
Benefit from professional investment management of the highest level with a 30 year history of successful management of $100 million in assets;
Involve your children and other relatives to preserve a family tradition of giving back to the community.
the Community Foundation of Broward’s Donor Advised Fund
option to a private foundation.
a Donor Advised Fund Donor.
Sample Donor Advised Fund Agreement
To open a Donor Advised Fund:
Contact Barbara Witte
, vice president of philanthropic services at 954.761.9503