Manage Donor Funds

A Donor Advised Fund is an intelligent, efficient alternative to creating a private foundation. The fund can be established by donors who wish to claim an immediate, full tax deduction for their contribution and parcel out grants over time. Additional contributions can be made to the fund anytime after it is established.

Long Beach Community Foundation performs due diligence to ensure the nonprofit grant recipient is valid and in good standing at the time the donor requests the grant be made. You can support your favorite charities through your Donor Advised Fund and let us take care of the paperwork for you.

Creating a fund is simple. There are no start-up costs or set amounts that must be paid out in grants on an annual basis, and you enjoy the maximum tax benefits available by law. Funds can be tailored to meet your charitable interests and financial circumstances.

Assets accepted to create a fund include: cash, securities traded on major exchanges, closely held stock, mutual fund shares, retirement plan assets, real estate, and limited partnerships. If funds aren’t currently available, find out how you can establish a charitable gift annuity, remainder trust, or bequest from your estate for a gift in the future.

Please contact us at (562) 435-9033 for more information.