At Charitable Gifting Fund, we proudly partner with financial services organizations to offer tailored solutions that meet your unique needs.
EFFORTLESSLY SCALE AND OPTIMIZE YOUR CHARITABLE GIFT SERVICES
EMPOWER YOUR PHILANTHROPIC JOURNEY
Charitable Gifting Fund specializes in planned-giving administrative services tailored to your specific needs. As the go-to resource for financial services organizations, we offer comprehensive solutions for charitable gift instruments and provide expert planned giving advice to affluent investors.
Experience the Charitable Gifting Fund difference with our dedicated and personalized approach to philanthropic administration.
Tailor-Made Institutional Solutions
Recognizing that no two financial institutions are alike, we create customized charitable-giving solutions that align with your specific processes and seamlessly integrate into your systems. By partnering with Charitable Gifting Fund, you receive a package of solutions designed specifically for your institution and customers.
At Charitable Gifting Fund, we proudly partner with financial services organizations to offer tailored solutions that meet your unique needs.
Empower your financial institution to be the hero with Charitable Gifting Fund’s branded charitable giving solutions. Our administrative tools are designed to seamlessly reflect your organization’s identity, fostering a familiar and trustworthy environment for both customers and advisors. By integrating our solutions, your firm enhances its role in clients’ financial lives, ensuring lasting relationships that span generations.
Per Client Solutions
Our per client solutions provide financial professionals with access to a comprehensive range of charitable gift knowledge through the Charitable Gifting Fund Tools portal. We equip financial professionals to offer expert advice to charitably-minded clients and support financial institutions with trust administration, reporting, accounting, compliance, and client case consulting.
- White-Label Philanthropic Administration Solution
- Optimize Your Financial Services with Charitable Gifting Fund
- Expand Client Retention Across Generations through Philanthropy
Key Benefits:
- Tailored charitable giving solutions for Financial Services offices and RIAs
- Strengthen client relationships through philanthropy
- Enhance your organization’s identity with branded administrative tools
- Create a familiar and comfortable environment for clients and advisors
For Gifting Network/Charitable Gifting Fund, charitable gift services are not just a line of business—they’re our exclusive focus.
What Is a White-Label Donor-Advised Fund?
White-Label
A white-label (or private-label) donor-advised fund allows your organization to offer a charitable giving option under its own brand, without the costs of setting up or administering the program.
Advisory Privileges
Donors can make gifts directly to the sponsoring charity that maintains their donor-advised fund account and receive financial benefits in return. For their irrevocable gift, donors gain advisory privileges to recommend grants to qualified charities and advise on how the funds are invested.
Transformation
Transform your financial institution into a trusted philanthropic partner with Charitable Gifting Fund’s comprehensive solutions.
Why Consider Donor-Advised Funds?
Benefits of White-Label Donor-Advised Funds
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Valuable Opportunity for Clients
Donor-advised funds are the fastest-growing and most popular charitable giving option. Offering these accounts builds your organization’s reputation and encourages giving.
Supportive Partnership
White-label donor-advised funds handle back-office tasks like charity reviews, accounting, paperwork, and grant distribution. This allows your organization to focus on promotion and marketing.
Reduced Tax Costs for Donors
Donor-advised funds help donors avoid capital gains taxes and create immediate income tax deductions, supporting various tax reduction goals while contributing to charitable causes.
Significant tax benefits
Using a donor-advised fund (DAF) offers significant tax benefits while supporting charitable causes. Donors can avoid capital gains taxes and gain an immediate income tax deduction, contributing to various tax reduction goals. Although there are limits to the amount of income tax that can be reduced annually, any excess deduction can be carried forward for up to five years.
- Cash donations: Eligible for a deduction up to 60% of the donor’s adjusted gross income (AGI).
- Long-term appreciated securities: Donations directly to the charity are deductible at full fair-market value, up to 30% of the donor’s AGI, and eliminate capital gains tax on assets held for over a year.
This structure ensures donors can maximize their charitable impact while benefiting financially.
Investment Flexibility for Donors
Donor-advised funds (DAFs) offer exceptional flexibility, making them a popular choice for charitable giving. Donors can recommend their financial advisor manage the assets in their DAF account across a wide range of investment options. Contributions can include various types of assets, such as:
- Cash or cash equivalents
- Publicly traded securities or mutual fund shares
- Real estate
- Business equity
- Restricted stock
- Cryptocurrencies
This wide range of acceptable assets ensures that donors can tailor their charitable contributions to their unique financial situations and investment strategies.
Charitable Impact and Legacy
Donor-advised funds are an excellent tool for creating a lasting legacy of giving. Donors can support multiple charities through a bequest in their will to the donor-advised fund sponsor, helping to reduce estate tax burdens for heirs.
Loved ones can participate in the grant distribution process and even be designated as successor grant advisors, ensuring the donor-advised fund continues for generations.
Tax-Free Growth
Donor-advised fund contributions can grow over time, enabling donors to increase their charitable impact. The sponsoring charity typically offers various investment strategies, allowing donors to choose how their funds are invested.
By utilizing donor-advised funds, donors can leave a legacy of charitable giving while enjoying tax-free growth and involving their heirs in philanthropy.rs can tailor their charitable contributions to their unique financial situations and investment strategies.
Capital Gains Tax
Ideal for individuals facing capital gains taxes on appreciated assets.
Estate
Taxes
Beneficial for those whose estate is subject to taxes
Charitable Giving
Perfect for those looking to support charitable causes.
Family Involvement
Excellent for individuals who want to involve their family in philanthropy.
Expert Team at Charitable Gifting Fund
Our team of charitable consultants, including tax attorneys, accountants, MBAs, Certified Financial Planners, and other professionals, collaborates to assist donors, financial professionals, and charitable institutions with philanthropic planning.
We offer on-demand tools and education to give you the confidence to start charitable conversations. These resources are versatile and can be adapted for use by financial professionals, individuals seeking the best charitable options, or nonprofit professionals aiming to better serve donors and their mission. Our tools are designed to support a wide range of industries and organizations, ensuring everyone can benefit from our expertise.
GLOBAL HEADQUARTERS
89 Headquarters Plaza,
Suite 1446 Morristown, New Jersey,
07960