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Download My KitAre you looking for an easy, cost-effective way to support Southeast Missouri State University and other causes you love? A donor advised fund, which is like a charitable savings account, may be the right choice for you.
Here's how it works. You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend—but not direct—how much and how often money is granted to Southeast or other charities—as easily as using a Web portal. And you avoid the cost and complexities of managing a private foundation.
You qualify for a federal income tax charitable deduction at the time you contribute to the account, and the power to make recommendations on which charities to support whenever you want. You centralize your giving and record-keeping in one location. And maybe best of all, you can start a legacy of giving by letting your children help decide which grants to recommend.
Click here for more information about establishing a Donor Advised Fund through Southeast Missouri University Foundation.
You can also create a lasting legacy by naming Southeast the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.
Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide Centralize Your Giving With Donor Advised Funds.
Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.
The couple receives a federal income tax charitable deduction for the amount of the gift. They also get the time they need to decide which charities to support.
After researching community needs with the foundation’s staff, Joe and Laura recommend grants for Southeast (which they’ve supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Joe and Laura named in honor of Laura’s mother. They name Southeast as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitEnsure you’ve made the most of your donor advised fund—for your family and for Southeast. Download the FREE guide Maximize the Impact of Donor Advised Funds.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My Kit