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Donor advised funds

A personal approach to giving

Establishing a donor advised fund allows you to make a gift to Fresno Regional Foundation and remain actively involved in suggesting uses for your gift. As a donor advisor, you can work with our professional program staff to suggest ongoing uses for the fund—targeting the issues you care about most. Grants are awarded to charities in the name of the fund, or anonymously if you prefer. It’s a simple, powerful, and highly personal approach to giving.

Donor advised funds are convenient, flexible tools for individuals, families, businesses, or groups that want to be personally involved in suggesting grant awards made possible by their gifts. If you have a range of community interests, you may find that it’s an ideal vehicle for fulfilling your charitable wishes. Donor advised funds are typically less costly and easier to administer than other forms of philanthropic giving, such as private foundations.

Your gift can be combined with others to increase its impact, and you can add to the fund you establish at any time, receiving tax benefits with each new gift. You can establish a fund today and make grant recommendations now or in the future. And if you endow your gift, it becomes a permanent community funding resource.

Case Study: Read Donor Advised Fund

Elizabeth (Betty) and Paul E.W. Read established a donor advised fund to share the abundance in their lives with those less fortunate. They have a voice in grants made from the fund and have given generously to diverse causes, including faith-based ministries, education, youth programs and other community organizations.

Want to learn how to stay involved in your gift? Contact us to find out how it works.

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