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Charitable Giving And Donor Advised Funds

A donor advised fund is a charitable giving vehicle that enables an individual, family or corporation to make an irrevocable, tax-deductible contribution of personal assets to a charity and at any time after the contribution to recommend grant distributions to qualified charitable organizations.

Donor advised funds provide a number of benefits that direct donations to a charity may not provide, including:

  1. The ability to accept and process appreciated, publicly traded securities on which the donor does not have to pay capital gains tax
  2. Greater investment options (depending upon the fund to which the donation is made) allowing the contribution to potentially grow before it is scheduled to be distributed to charity
  3. The ability to donate a single block of securities that can be used to benefit multiple charities
  4. Creation of a legacy that funds multi-year gifts, rather than providing a one time gift
  5. Generating a tax deduction when contribution is made, but delaying the grants to charity
  6. Simplicity, as compared to establishing a private foundation or non-profit organization

Contact Zell Law

To discuss your options for charitable giving, call Zell Law at 703-665-1498 or contact us by email. With offices in Reston, Virginia, our attorneys advise and represent clients throughout the D.C. metropolitan area and nationwide.