Get better benefits than from a private foundation – without the personal nightmare of compliance.
- Gain tax benefits
- Support the causes you believe in
- Save time and money
Or Call: (818) 241-8040
What’s a donor-advised fund?
A donor-advised fund is a charitable giving vehicle administered by a public charity – such as the Community Foundation of the Verdugos – and is created to manage charitable donations on behalf of organizations, families, or individuals.
A donor-advised fund gives you all the same tax benefit of a private foundation – without all the expense and inconvenience of personally managing legal compliance issues.
For more than 60 years, the Community Foundation of the Verdugos has administered many donor-advised funds. We can help you, too.
Benefits of a Donor-Advised Fund vs. a Private Foundation
Since 1956, the Community Foundation of the Verdugos (CFV) has managed Donor-Advised Funds for people like you throughout Southern California.
- Greater tax benefit than private foundations
- Save on legal fees – CFV handles it
- Save on time – no compliance hassle
- More privacy: we protect your philanthropic information
- You fund programs you care about
Why choose a donor-advised fund over a private foundation?
“Sometimes people mistakenly believe a private foundation is the only way to perpetuate the family name in connection with their charitable activities, not realizing they can also include their name on a Donor Advised Fund at CFV. When I explain the cost of setting up a private foundation, the ongoing administration, restrictions on what they can and can’t do because of the so-called self-dealing rules, CFV is not a hard sell.” Paul Livadory, Estate Attorney
To learn more about opening a donor-advised fund contact us today.
Or call us: (818) 241-8040