As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of Donor Advised Funds is increasing. This is no surprise, considering that these popular vehicles can help your clients achieve both their financial and philanthropic goals.
What many advisors don’t realize is that a Donor Advised Fund at the Sacramento Region Community Foundation is not only useful as a standalone tool, but even more importantly, it can serve as the flexible foundation of a client’s overall charitable giving portfolio. Here’s how this works:
Organize annual giving
Fundamentally, a Donor Advised Fund offers a centralized way for a client to manage gifts of cash, appreciated stock, and other assets while maintaining flexibility in granting to nonprofits. This flexibility is especially important for some clients as a planning tool in 2025 before the new floor and cap kick in next year on itemized charitable deductions. “Bunching” — or front-loading — multiple years of charitable contributions into a Donor Advised Fund this year can create meaningful tax advantages and provide a ready reserve of philanthropic capital for years to come.
Wide range of tools and resources
Beyond enjoying convenience and tax efficiency, your clients who establish Donor Advised Funds at the Foundation can work closely with our knowledgeable team to access even more charitable giving resources and vehicles that align with their charitable goals.
Community impact
Our team’s deep understanding of local nonprofits and community priorities can help clients enhance their engagement and impact. We provide insights, research, and connections that help your clients understand where their dollars make the most difference, turning charitable intent into meaningful outcomes.
A variety of fund types
We also offer a wide range of options beyond just Donor Advised Funds. See them all here!
Legacy strategies
As your Philanthropy Team at the Foundation, we are happy to help you integrate legacy planning strategies into clients’ charitable giving portfolios. Whether through bequests in wills and trusts, or through beneficiary designations on life insurance or retirement accounts, naming a Donor Advised Fund allows your clients’ charitable intentions to extend across future generations. We offer ongoing support and stewardship, ensuring clients’ charitable intent is preserved and aligned with evolving community needs over time.
What’s the bottom line here? Partnering with the Foundation helps your client’s Donor Advised Funds function not only as a tax-efficient giving vehicle, but also as the dynamic, flexible foundation of a comprehensive charitable portfolio — built to adapt through changing tax environments and community priorities.
Maximize Your Clients’ Philanthropy
It’s easy and rewarding to set up a charitable fund with the Sacramento Region Community Foundation. We’re here to help you create the right giving account for your clients’ goals — so they can enjoy the benefits of flexible service, effective investments, and local impact.