Features & benefits Gift-administration in one convenient place | ||
Feature | Benefit | |
| Independent of investment companies. No conflicts of Interest. Administrator just does administration. Investments may be with any qualified broker-dealer. | Confidence. Peace of Mind | |
Able to benefit multiple charities | Convenience. Time-saver | |
Supports all missions | Greater sense of control. Administration in one place | |
Legal assurances: Donor has ability to legally-define his/her mission, programs and charities in restricted endowments. Can't do this with just a donor advised fund program | Peace of mind. Confidence | |
Nine types of gift-giving mechanisms* available | Maximum financial and estate planning flexibility. Maximum income, gift and estate tax-savings. This outcome depends on the skill of your professional advisor; but the tools are here | |
Nine types of gift-giving mechanisms* may tie into a donor-restricted endowment | Satisfaction that you have an excellent solution to your philanthropic puzzle. This outcome depends on the skill of your professional advisor; but the tools are here | |
Need professional assistance? Administrator works with all professional advisors | Convenience. Time-saver. Peace of mind. Confidence | |
Philanthropy continue beyond your lifetime? Designate a successor "Steward." | Confidence and joy that loved ones will be involved in your mission and the grant-making that will support it in future | |
*Gift annuity contracts and pooled income funds are necessarily connected to particular charities and may or may not be available in all desired combinations. | ||