Any way you wish to give.
Any cause you wish to support.
The Whitefish Community
Foundation can help you do it.
You can leave a legacy.
You can make a difference.
Call us at (406) 863-1781.
Let’s change things
for the better ...
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Donor-Advised
Fund Benefits
A
Giving Fund provides the donor(s) with a number of benefits
while directing donations to charity. A donor-advised fund can
serve as a complement or alternative to a private foundation.
• Ability to accept and process appreciated
securities of which the donor does not have to pay capital gains
tax.
•
Capacity
to receive one block of securities that can benefit multiple
charities.
•
Creation
of a legacy versus providing a one time gift.
•
Separation
of tax planning and charitable giving donor receives tax deduction
when contribution is made, but grants to charity can be made
over an extended period of time.
•
Simplicity,
a single contribution can benefit multiple charities while requiring
only one tax substantiation letter.
Advantages of a Giving Fund:
•
Low
entry cost for participating in strategic charitable giving;
no entry fee and a minimum of $5,000 to open and maintain
your fund.
•
Personalization
through naming of the giving fund.
•
The
ability to recommend grants to public charities.
•
Simplified
administration --The Community Foundation handles all the administration,
recordkeeping and grant due diligence so that you can focus
on your giving.
•
Privacy
- Choice of anonymity or recognition in grant-making.
•
Flexibility
to name successor advisors for the giving fund and to select
that the giving fund exist in perpetuity.
•
Opportunity
to create a family legacy by involving the next generation in
giving fund.
•
Tax-free
growth of charitable assets.
•
Ability
to budget your giving over an extended period of time.
Donor-Advised Fund Guidelines
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