Giving changes you. And the Donor-Advised Fund from the Presbyterian Foundation changes the way you give.
As a donor-advised fund allows you the flexibility to decide when to give, what to give, and who to support — even as the causes you want to support change over time.
The Foundation's Presbyterian Mission Exchange®makes it easy, too. Access your fund, track your giving history, and include the whole family in researching and selecting the charities you would like to support, all from one online resource.
Establish your Donor-Advised Fund with $2,500 or more using a check, securities, mutual fund shares or other non-traditional assets. The fund can be invested in one of four different investment portfolios, or select a combination of portfolios. You can give when you want or set up a grant to be distributed on a regular basis, perhaps monthly or quarterly.
If you are looking to create a lasting legacy, build a culture of generosity within your family, or simply fund the many charities you care about, talk to the Presbyterian Foundation about the flexibility and simplicity of a Donor-Advised Fund.
Gain possible tax deductions.
Involve other family members as advisors – work together to share personal values, evaluate charitable mission needs, and establish priorities for your witness to others.
Name your fund. This fund name will be included with your grant or you can make grants anonymously.
Avoid cumbersome responsibilities associated with a private foundation (annual tax filings and extensive regulatory requirements).
Start your own Donor-Advised Fund now – simply read the program guide and download the application. Return the application to:
200 East 12th Street
Jeffersonville, IN 47130