A donor advised fund is a charitable giving investment account that an individual or family uses to make irrevocable contributions of personal assets to a charity and at any time thereafter can recommend grant distributions to IRCF.

Donor-advised funds are administered through a public charity that pools donations with other donor´s gifts, invests them, and makes grants to charitable organizations (like the IRCF) based on the donor´s recommendations. The benefits to you are immediate tax deductions (up to 50% of adjusted gross income for cash and up to 30% for securities). Contributions are fully deductible in the current year.

Need assistance with Planned Giving?

The IRCF has a relationship with Banc of America Investment Services, Inc ( a subsidary of Bank of America) and would be happy to introduce you to our account representative if you would like to open an account for your charitable donations or financial planning needs. We can also supply contacts in the area of: accountant/tax planner, or legal counsel. Please contact the IRCF using our toll-free number 877-472-3674 (877 IRCF ORG), or Fax 408-270-5006, or using the IRCF´s Contact Us link at the bottom of each web page.

Please consult your financial advisor, tax accountant or attorney prior to making any donation to ensure a full understanding of the effect on your financial situation as well as tax benefits that you will receive.