GlobalTrust Funds
Donor Advised Funds
Is a Donor Advised Fund Right for You?
A Donor-Advised Fund (DAF) is a charitable giving vehicle that allows donors to contribute as frequently as they like and then recommend grants to their favorite charities from their personal fund. The fund is established through a public charity like GlobalTrust Funds, so that donors can receive an immediate tax benefit on their contributions and avoid the capital gains tax on appreciated assets.
Do you want to simplify your charitable giving?
Support multiple worthy charities?
Do you want to “Make a “Measurable Difference” in the lives of others ?
What can I contribute?
- Cash
- Stocks, Bonds, ETF
- Mutual Funds
- Real Estate
- IRAs and other retirement accounts
- Closely-held Business Interests
- Bequests
- Trust Interests
- Life Insurance
Crypto Currency- BTC, ETH and others
Gold, Silver Precious Metals
What are the benefits?
- Leave a legacy
- Immediate income tax charitable deduction
- Organize your philanthropy
- Pass on your personal charitable assets
- Avoid capital gains
- Build an endowment
- Recommend anonymous grant
How do I get started?
Complete the donor application either online or through the DAF application provided by PDF Create a name for your fund to include your family name or a title that reflects your philanthropic preference. Make an initial contribution of cash or appreciated assets of $5,000 or more. For complex assets to be donated, we recommend having a conversation with our professional donor advisory team. We encourage you to also seek advise from your tax and legal advisory team in planning for advanced charitable gifts.