2024 Donor Advised Fund: Deadline to Open a Fund

Are you looking for an easy, flexible way to manage your charitable giving? Consider opening a Donor Advised Fund (DAF) at CFNLA.

Here’s why:

• Simplified Giving: Consolidate your charitable donations in one place and receive a single tax receipt each year while supporting multiple organizations!
• Quick and Easy: Open your DAF in just one day with a minimum contribution of $5,000.
• Give Now, Distribute Later: Make a donation today and recommend grants to your favorite causes whenever you choose.
• Flexible Contributions: You can donate cash, securities, real estate, and appreciated assets.
• Customized Options: Choose between an Endowed Fund, an Unendowed Fund, or a combination of both to align with your philanthropic goals.
• Advisor Flexibility: For contributions of $250,000 or more, you can recommend a financial advisor to manage your fund.
• No Annual Payout Requirement: A DAF has no mandatory payout, providing you with maximum flexibility.

Ready to make a lasting impact? Contact us at 318-221-0582 or [email protected] to open a DAF today through December 27.