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Planned Giving to SRF via Your Donor Advised Fund, Charitable Lead Trust,

and/or Charitable Remainder Trust

Donor Advised Fund

  • A donor advised fund (DAF) is a charitable account that helps you organize your giving. 

  • It’s easy to open with most major financial institutions or foundations such as: Bank of America/Merrill Lynch, BNY Mellon, Morgan Stanley, etc. 

  • Through your DAF you can recommend grants to SRF and other charities and your fund will be invested with the potential to grow more charitable dollars over time.


Charitable Lead Trust

  • Make an impact now and provide for your family later.

    • You transfer cash or other assets to a trust that makes payments to SRFfor a period of time. 

    • When the term is up, the remaining trust passes to your family or other beneficiaries you select. 

    • There are two ways that charitable lead trusts make payments to SRF: A charitable lead annuity trust pays a fixed amount each year to SRF and is more attractive when interest rates are low. 

    • A charitable lead unitrust pays a variable amount each year to SRF based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to SRF go up as well.


Charitable Remainder Trust

  • If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create. 

    • At the end of the trust term, the balance in the trust goes to SRF. 

    • These types of gifts may offer you tax benefits and the option for income. 

    • There are two ways to receive payments and each has its own benefits: 

      • The annuity trust pays you, each year, the same dollar amount you choose at the start. 

        • Your payments stay the same, regardless of fluctuations in trust investments. 

      • The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. 

      • The amount of your payments is redetermined annually. 

      • If the value of the trust increases, so do your payments. 

      • If the value decreases, however, so will your payments.

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