Donor-Advised Funds

A donor-advised fund housed at Rose Community Foundation can help donors to make a difference in the world through their philanthropy. Donor-advised funds are a convenient and flexible way for individuals, families, businesses or groups to give. Donors receive immediate tax benefits, but stay involved over time to make decisions about how to support their favorite charitable organizations.

Every donor-advised fund holder benefits from personal, customized service, in-depth information and learning opportunities, and the deep community knowledge our experienced staff can offer to help them reach their own philanthropic goals.

View a current list of donor-advised funds held at the Foundation.

Why Open a Donor-Advised Fund at Rose Community Foundation?

Timing – Donor-advised fund holders establish a fund when it makes financial sense for them.

Simplicity – We facilitate charitable donations to make giving easy. We handle all disbursements, recordkeeping, tax receipts and investment management.

Flexibility – Funds can be allowed to grow or be spent down. Funds can be added to at any time to receive additional tax benefits.

Cost-Effective – Donor-advised funds are typically easier and less costly to administer than other forms of charitable giving, such as private foundations.

Family Legacy – Fund holders rely on our experience in working with multi-generation families to involve their children or grandchildren in their family’s philanthropic tradition.  

Personal Service – Each fund holder is assigned a philanthropic advisor to help them define and meet their philanthropic goals, and to assist with philanthropic decision-making, if desired.

Information Access – Every fund holder has 24/7 online access to their account balance, grantmaking history and grant requests.

Privacy – Fund holders may choose to be acknowledged or remain anonymous.

Complex Gifts – We accept a wide variety of assets including stocks, real estate, bequests and other planned gifts, and can facilitate even the most complex forms of giving.

Investment Options – Donor-advised fund assets can be commingled with our general endowment or placed in a separate account.

Continual Learning – We offer fund holders a variety of educational sessions to learn about philanthropic strategies, understand giving opportunities in the community, and meet other donors.

Ready to Open a Donor-Advised Fund?

View our Donor-Advised Fund Guidelines (PDF) and Donor-Advised Fund Agreement (DOC) documents. For more information, or to discuss how we can support your philanthropy, please contact Vicki Dansky.