For Professional Advisors: Supporting a family’s culture of philanthropy

For many donors, the importance of a multi-generational family philanthropy plan is high on the radar, especially as more families recognize the value of rallying around critical social issues and community needs.

Donor Advised Funds Contribute to Stronger Communities

Donor-advised funds are a powerful philanthropic vehicle to address both urgent and long-term community needs. These funds, which can only be used for philanthropic purposes, allow donors to make a charitable contribution, receive an immediate tax benefit and recommend grants over time.