A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about, like Boys & Girls Clubs of Sonoma Valley. When you contribute cash, securities or other assets to a donor-advised fund you are generally eligible to take an immediate tax deduction while funds in the account can be awarded or granted to charities at any time. The money in your donor-advised fund can be invested for tax-free growth, creating even more impact to your favorite IRS-qualified charities.
Don’t yet have a Donor-Advised Fund?
Contact our friends at Community Foundation Sonoma County to learn more about the various philanthropic services they have available.