Donor-Advised Funds

Donor-Advised Funds

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Donor-Advised Funds

Donor-Advised Funds definition:  Donor-advised funds offer some control over charitable giving, while a third-party administers the funds. Contributions are income tax deductible. Donor-advised funds have higher caps on tax deductibility limits than private foundations. In addition, gifts of real property are deductible at fair market value with donor-advised funds (as opposed to cost with private foundations), which can result in higher amounts being removed from the taxable estate.  Donor-advised funds are not required to file an IRS form each year, do not pay excise taxes, and can be more confidential (as opposed to private foundations).

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