Client Donors

HOW TO WORK WITH US

We take the time to understand your philanthropic goals, collaborate with the charities you're passionate about, and work closely with your financial advisor to ensure your investments reflect your values and vision for lasting impact.

A donor-advised fund is a simple, flexible, tax-efficient way for you to support your favorite charities and potentially grow your donations over time. Think of it as a charitable investment account for the sole purpose of supporting charitable organizations you care about.

Why a Stablish Foundation Donor-Advised Fund?

  • A Stablish Foundation Donor-Advised Fund allows you to create a lasting philanthropic legacy that continues after you have passed.
  • You can target your philanthropic giving to your preferred charities rather than having to select charities from a pre-approved list or manage multiple funds to benefit several charities. Gifts must be made to charities with the IRS certified 501(c)3 status.
  • Your trusted financial advisor remains involved in developing investment strategies for your Donor-Advised Fund.
  • Donations are 100% deductible in the year they are made but gifts to designated charities can be made over time. You get an immediate tax benefit and the time to make philanthropic decisions.
  • Capital gains taxes on the sale of highly appreciated assets can be avoided by donating them to a Donor-Advised Fund. You can give more since donations are generally not subject to capital gains tax.
  • A low minimum investment means you can begin to create your philanthropic legacy and grow it over time.
  • Stablish Foundation is large enough to serve you and small enough to know you. We work to understand your philanthropic passions and priorities and customize the structure of your Donor-Advised Fund accordingly.
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Donor-Advised Fund Management

  • A Statement of Charitable Intent is created when your fund is established to define your philanthropic purpose and goals.
  • An Investment Policy Statement is established between you, Stablish Foundation, and your financial advisor, with annual meetings to review the portfolio.
  • You will receive quarterly and annual reports.
  • Clients pay Stablish Foundation an administrative fee based on a tiered fee system.
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Call Stablish Foundation Today at 952-854-9188

Contact Stablish Foundation to learn more about ensuring Your Legacy with Stablish Donor-Advised Funds.

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