Easy contribute a wide range of assets
Giving non-cash assets is often more efficient than giving via cash or credit cards, but it is difficult for many
charities to accept these donations. Contributing assets other than cash is simple with a donor-advised
fund.

Maximize potential tax benefits
As soon as you make a donation, you are eligible for an immediate tax deduction, just as you would by donating
to another public charity. But some donations could make you eligible for additional benefits.
Donations of long-term appreciated assets
Donating long-term appreciated securities directly to charity—instead of liquidating the asset and donating
the proceeds—can help maximize both your tax benefit and the overall amount you have to grant to
charity.

Invest your donation for tax-free growth
Once you have funded your donor-advised fund, you may recommend an investment strategy for your account—
potentially growing your account and providing you with more dollars to grant to charity.

Improve your recordkeeping and organization
With a donor-advised fund, you don’t have to keep track of every gift acknowledgment from every charity
you support—just the receipts from your donor-advised fund contributions. When you’re ready to support
Family Legacy, you can simply log in to your account and recommend a grant.

Legacy planning
You can incorporate your donor-advised fund into estate planning by making a bequest in your will to the
donor-advised fund sponsor or by making the sponsor a beneficiary of a retirement plan, life insurance
policy, or charitable trust. By leaving instructions with the donor-advised fund sponsor, you can support
multiple charities with one bequest. These gifts can also help reduce or eliminate the burden of the estate
tax for your heirs.