A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about. When you contribute cash, securities, or other assets to a donor-advised fund at a public charity, like NCF, Waterstone, or others, you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth and you can recommend grants to virtually any IRS-qualified public charity.
Make Your Giving Count More
What causes and organizations do you support? Do you wish you could do more to help out? Our network of alumni has the guidance you need to make your philanthropic efforts count.
Top Designations for Philanthropy Planning
- Certified Advisor in Philanthropy® (CAP®)
- Find a Financial Professional With Philanthropy Knowledge
Did You Know?
Americans give more than $1 billion to charity each and every day.
5 Ways Financial Advisors Help Charitable Giving
Most of us think of financial advisors as professionals who help us grow our portfolios. But, as more people look to incorporate philanthropy into their financial planning, there’s an increasing demand for professionals who are credentialed and experienced in advising their clients in charitable giving. While philanthropy appears to be simple — you identify the organizations and causes you want to support, determine what you can afford to give, and donate — professionals who specialize in the field can take your giving to the next level.