Personal Investments / Donor Advised Funds

Donor Advised Funds

A SIMPLE, TAX-ADVANTAGED WAY TO SUPPORT YOUR FAVORITE CHARITIES.

Like much of your financial life, your charitable giving has likely grown more complex. You may want to simplify or consolidate your philanthropic activities. Or you might be looking for ways to grow your donations so you can make an even greater impact. For all these reasons, you should consider a donor advised fund, offered through our partnership with the Southwest Community Foundation.

WHAT IS A DONOR ADVISED FUND?

Donor advised funds are a charitable giving vehicle. This unique fund is designed to simplify your donations, provide tax advantages and help you — and, more importantly, your favorite charities—get the most from giving.

HOW DOES IT WORK?

Think of it as your personal account dedicated to your charitable giving. Instead of sending multiple donations to various charities, all contributions are made into one fund. Your contributions are tax-deductible and invested with the potential for tax-free growth.

WHAT ARE THE BENEFITS FOR YOU?
Piggy Bank

Give

Make only one donation for all your charities.
Make one tax-deductible donation. Donations can be made in the format of cash, stocks, real estate or non-publicly traded assets.
Money Growing shown on computer.

Grow

Grow the balance to make a bigger impact.
Choose from one of our investment models. That way, contributions can grow into a more substantial gift for the future. All growth is tax-free.
Hands together.

Grant

Support the causes you care about.
You tell us which IRS-qualified charity you would like to support, and we take care of the rest. (Minimum grant $100)
WHAT ARE THE BENEFITS FOR YOU?

In addition to the tax advantages and the greater impact of your giving, a donor advised fund offers you:

  • Convenience: You can submit your grant requests to your Frost Wealth Advisor.

  • Confidentiality: Every check includes a cover letter that references your fund name or is marked “anonymous” at your request.

  • Flexibility: There are no annual distribution requirements, so you can make as few or as many grant submissions as you choose.

  • Transparency: Quarterly statements provide you with regular balance updates on fund balance, deposits and grant distributions.

ABOUT THE SOUTHWEST COMMUNITY FOUNDATION

The Southwest Community Foundation (SWCF) and its affiliates have been serving families, businesses and nonprofits in Texas for nearly 50 years. For the year ending December 31, 2022, the foundation distributed over $5.7 million to hundreds of charities and had more than $57.8 million in assets under management.

www.southwestcf.org

SWCF

Let's Talk

We’ll talk about your philanthropic goals, answer all your questions and walk you through the entire process.

So, whenever you’re ready to make a bigger difference, give your Frost wealth advisor a call.

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