Investing
Donor Advised Fund |
A Donor Advised Fund is an irrevocable gift to the United Methodist Foundation to establish an account which is named by you. You as the donor have a choice among four funds designed to meet both long and short-term goals. Advisors of the account have the privilege of making grant recommendations to support public charities such as your church and other helping agencies you support. |
Who should invest?
Donor Advised Funds are appropriate for investors who:
- Want to make an immediate, irrevocable gift
- Want to take an income tax deduction in the current year and deploy the contribution in future years
- Want to establish a charitable fund to assist one or more charities over multiple time periods
- Want to establish a charitable fund that will grow over time and provide grants in the future
|
| For more information, please: |
- read Donor Advised Fund FAQs
- email umf@umf-tac.org or
- call our office to speak with someone personally
|
|
“Earn all you can, save all you can, give all you can.”
-John Wesley
|
