There's Still Time to Open a Donor Advised Fund
Last Day to Sell Securities is this Friday, Dec. 29th, before the year ends!
With the recently adopted changes to the tax code, it is projected that only 5% of Americans will continue to itemize deductions and take advantage of the tax benefits of charitable giving. Experts are encouraging people to make 2018 gifts before the end of the year. For many, starting a donor advised fund is a wise move.
We can help you with:
- Flexible Donor Advised Fund options. Do you want a deduction this year, but are not ready to decide how the gift should be used? While you decide where to give, your fund can be invested, potentially increasing the dollars available to grant to your favorite nonprofits later on. It just takes a few minutes. Call us at 203-751-9162.
- Year-end donations of securities.
- In-depth knowledge of the local nonprofit sector, community needs and opportunities so that your charitable dollars can do the most good.
- Personalized service so you find the best giving solution for you and your family.
We look forward to working with you!
Donor Services and Communications Officer