CHARITABLE PLANNING SERVICES
FCM is your trusted advisor for guidance in the management of your philanthropic assets and consulting on tax-efficient strategies that can maximize your charitable gift.
FCM will assist your family with:
CREATING YOUR GIVING BUDGET
ESTABLISHING YOUR GIVING STRUCTURE
FAMILY PHILANTHROPY VEHICLES
DONOR-ADVISED FUNDS
What is a Donor Advised Fund?
A donor-advised fund (DAF) is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization. A donor may contribute cash, securities, or appreciated assets to a donor-advised fund and still retain advisory privileges with respect to the distribution of funds and the investment of assets in the account.
The donor can claim a tax deduction in the year the asset is contributed to the donor-advised fund rather than in the year the contribution goes to the charity.
