DONOR-ADVISED FUND SERVICES

Start Your Legacy Now

A donor-advised fund, or DAF, is a special account that allows you to make contributions to that account and be eligible for an immediate tax deduction, and then recommend grants over time to any IRS-qualified public charity. Think of it as an “IRA” for charitable contributions; you receive a tax deduction in the year you make the contribution, but you can make the donation (e.g., “distribution”) many years later.

Key features related to a DAF:

  • Minimize capital gains taxes through contributing appreciated assets held for one year or more.

  • Unlock illiquid assets such as real estate, private equity, and other appreciated assets and investments in support of charitable-giving and estate-planning goals.

  • Receive a same-year tax deduction on contributions to the account with the option of recommending grants to charities over time.

  • Build a legacy of giving by involving family members in grant recommendation decisions.

 

Individuals, organizations, or businesses can open an account with a minimum of $5,000. After the initial contribution, they may make contributions of $500 or more at a time. Grants as small as $50 can be made to the charitable organization of their choosing. For tax purposes, contribution acknowledgements are mailed for each contribution.

The fair-market value (FMV) of a donation that has been held for more than one year is as follows:

  • 50% of adjusted gross income (AGI) for cash

  • 30% of AGI for publicly-traded securities

  • 30% of AGI for real property and privately held interests

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Atomi Financial Group, Inc. is a California Registered Investment Adviser. Call us toll free at 888-533-9364.

Office location: 20 Executive Park, Suite 120, Irvine, CA 92614. Mailing address: P.O. Box 11687, Newport Beach, CA 92658.

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