Truman Heartland Community Foundation > Your Giving > Choose How You Give > Donor Advised Funds
 

Your Giving

Donor Advised Funds: Flexible Giving

Is a Donor Advised Fund Right For You?

Having a named Donor Advised Fund at Truman Heartland Community Foundation helps you become strategic in your giving, receive tax benefits while your investments have the opportunity to grow and allows you to better support the charities close to your heart.  

 

9 Reasons a Donor Advised Fund at Truman Heartland Is a Fit for You: 

  • Simplifies your charitable giving recordkeeping
  • Allows you to bunch your charitable giving for maximum tax benefits
  • Can be added at any time to receive an immediate tax deduction (up to 60% off adjusted gross income for cash and up to 30% for appreciated assets)
  • Is an effective tool to gift non-liquid assets like appreciated stocks or real estate
  • Helps you involve your children and grandchildren in your giving 
  • Gives you access to our highly-trained staff to create an effective giving strategy
  • Is an effective estate planning vehicle to support multiple causes through one fund
  • Gives you the opportunity to give anonymously, if desired
  • Can be started with an initial gift of just $5,000

How Does It Work?

Our Donor Advised Fund Illustration puts words into action!

Like a private foundation - only better.  

Need some proof? View our Private Foundations vs. a Donor Advised Fund chart to see which the best fit is for you. Our comparison chart provides information to help you to identify which option is the best for you.

We know the money is there and when we see there’s a need, we can use our donor advised fund to do good for our community.”

Dave Mayta

Share

4200 Little Blue Parkway, Ste. 340 | Independence, MO 64057   (816) 836-8189   Email Us   Enews Sign up   Donor login