Integrated Personal Service
- Dedicated, experienced advisor
- Service integrated with other accounts
- Simple grant request process
- Online and mobile account access
To support charitable giving, we offer a flexible, advisor-managed donor-advised fund program through Fiduciary Trust Charitable. A donor-advised fund is a charitable giving vehicle sponsored by a public charity where the donor generally receives an immediate income tax deduction for contributions to the fund and then can recommend that grants be made from the account to IRS-qualified charities at any time. The fund typically can be invested in a manner consistent with the donor’s philanthropic goals and investment preferences, provided they are aligned with the sponsoring charity’s policies. Once the donor gifts assets to the fund, the donor no longer has legal control of them.
We serve a range of donor types including individuals, public charities, private foundations, religious organizations, businesses, and family offices. Fiduciary Trust Charitable’s capabilities include a range of advanced features including illiquid contributions, international grants, and sustainable investing options.
Four areas that distinguish our donor-advised fund program include:
Expertise
- Administrative services provider with $20B+ in assets under supervision
(Fiduciary Trust Company) - Charitable advice integrated with wealth planning
- Conversions to donor-advised funds
- Giving strategy and measurement
Sustainable Practices
- Sustainable investment options
- Low carbon impact initiatives
- “Positive Philanthropy Pledge”
- Independent board and auditors
Flexibility and Innovation
- Tailored investment approach with a broad universe of options
- Accept a variety of illiquid assets
- International grant capability
- Custom DAF features available
Note: $50,000 new account minimum contribution.
The content on this page is as of the date published and subject to change at any time. Nothing contained herein is intended to constitute investment, legal, tax or accounting advice, and clients should discuss any proposed arrangement or transaction with their investment, legal or tax advisers.