Advertorial featured 3rd Thursdays in The Fox Chapel Herald Edward Jones > edwardjones.com | Member SIPC Is a Donor-advised Fund Right for You? You can find many ways to support charitable organizations. One method that's gained popularity over the past few years is called a donor-advised fund. Should you consider it? It depends on your situation. However, if you're able to make larger charitable gifts, you might at least want to learn what this strategy has to offer. Here's how it works: Contribute to the fund. You can contribute to your donor-advised fund with cash or marketable securities, which are assets that can be converted to cash quickly. If your contribution is tax deductible, you'll get the deduction in the year you make the contribution to the fund. If you contribute marketable securities, like stocks and bonds, into the fund, a subsequent sale of the securities avoids capital gains taxes, maximizing the impact of your contribution. Choose an investment. Typically, donor-advised funds offer several professionally managed diversified portfolios where you can place your contributions. You'll want to consider the level of investment risk to which your fund may be exposed. And assuming all requirements are met, any investment growth is not taxable to you, the donor-ad- vised fund or the charity that ultimately receives the grant, making your charitable gift go even further. - Choose the charities. You can choose grants for the IRS-approved charities that you want to support. You decide when you want the money donated and how it should be granted. You're generally free to choose as many IRS-approved charitable organizations as you like. Keep in mind, though, that once you put the money in the fund, you cannot access it for any reason other than charitable giving. Consult with your tax and financial professionals before investing in a donor-advised fund. Give this philanthropic tool some thought - it can help you do some good while also potentially benefiting your own long-term financial strategy. This article was written by Edward Jones for use by your local Edward Jones Financial Advisor. Member SIPC Call or visit your local financial advisor today. Seth D. Thompson, CFP®, AAMS® Certified Financial Planner Office: 412-828-2437 Email: seth.thompson@edwardjones.com 201 Allegheny Ave. Suite 2 Oakmont, PA 15139 adno 286335 Advertorial featured 3rd Thursdays in The Fox Chapel Herald Edward Jones > edwardjones.com | Member SIPC Is a Donor - advised Fund Right for You ? You can find many ways to support charitable organizations . One method that's gained popularity over the past few years is called a donor - advised fund . Should you consider it ? It depends on your situation . However , if you're able to make larger charitable gifts , you might at least want to learn what this strategy has to offer . Here's how it works : Contribute to the fund . You can contribute to your donor - advised fund with cash or marketable securities , which are assets that can be converted to cash quickly . If your contribution is tax deductible , you'll get the deduction in the year you make the contribution to the fund . If you contribute marketable securities , like stocks and bonds , into the fund , a subsequent sale of the securities avoids capital gains taxes , maximizing the impact of your contribution . Choose an investment . Typically , donor - advised funds offer several professionally managed diversified portfolios where you can place your contributions . You'll want to consider the level of investment risk to which your fund may be exposed . And assuming all requirements are met , any investment growth is not taxable to you , the donor - ad vised fund or the charity that ultimately receives the grant , making your charitable gift go even further . - Choose the charities . You can choose grants for the IRS - approved charities that you want to support . You decide when you want the money donated and how it should be granted . You're generally free to choose as many IRS - approved charitable organizations as you like . Keep in mind , though , that once you put the money in the fund , you cannot access it for any reason other than charitable giving . Consult with your tax and financial professionals before investing in a donor - advised fund . Give this philanthropic tool some thought - it can help you do some good while also potentially benefiting your own long - term financial strategy . This article was written by Edward Jones for use by your local Edward Jones Financial Advisor . Member SIPC Call or visit your local financial advisor today . Seth D. Thompson , CFP® , AAMS® Certified Financial Planner Office : 412-828-2437 Email : seth.thompson@edwardjones.com 201 Allegheny Ave. Suite 2 Oakmont , PA 15139 adno 286335