Donations to your DAF with Crewe Foundation are tax deductible. The amount you can take as a deduction depends on your personal tax situation. #donoradvisedfund #daf

A charitable remainder trust, or CRT is a “split interest” trust, meaning there is more than one beneficiary. A CRT distributes to an income beneficiary, usually a donor, or donor and their spouse, for their lifetime and then distributes the remaining assets to charity.

Remember that the happiest people are not those getting more, but those giving more. ―H. Jackson Brown Jr. #giving #Donate #philanthropy

The IRS currently allows you to deduct up to 60% of your AGI when you donate cash to your DAF, or up to 30% if you donate long term appreciated assets. #donoradvisedfund #daf #philanthropy #taxdeduction

When you donate appreciated assets to your DAF, you and the charitable organization get to bypass the capital gains tax, leaving more funds to benefit your favorite charities.

Those who are happiest are those who do the most for others. - Booker T. Washington #philanthropy

With Crewe Foundation, you can donate a variety of asset types to your #donoradvisedfund such as: Publicly traded securities Real Estate Cash Private stock Cryptocurrencies Other complex assets #philanthropy #give #donate

You can recommend grants to any IRS recognized public charity from your donor-advised fund. They are generally classified as 501(c)3 organizations. You can even give to foreign charitable organization when the IRS guidelines are followed. #donate #philanthropy #donoradvisedfund

Passing your charitable values on to younger generations through giving with your donor-advised fund can help maximize charitable impact and extend your family's charitable legacy.

For your philanthropy to be effective and impactful, it is imperative to understand why you want to give. What's your why and how does it help?

We help to simplify the process of donating complex assets like business interests, private stock and real estate. We make the process quick and easy, reducing of paperwork, increasing communications and maximizing deductions. Learn more at Crewefoundation.org

What counts in life is not the mere fact that we have lived. It is what difference we have made to the lives of others that will determine the significance of the life we lead. - Nelson Mandela

When you make a contribution to your Crewe Foundation DAF it is considered a completed gift to charity. Some consider donating to a DAF equivalent to creating an estate tax deduction because you reduce the taxable amount of your estate by the amount contributed.

Can a donor-advised fund give to a private foundation? crewefoundation.org/can-donor-advi…

Navigating private foundation tax rules can be challenging, but there are solutions. CreweFoundation CEO Don Evans shares how using a private foundation and a donor-advised fund can help to maximize deductions with Jeff Stimpson FA Magazine: fa-mag.com/news/how-to-co…

It’s easier to take than to give. It’s nobler to give than to take. The thrill of taking lasts a day. The thrill of giving lasts a lifetime. - Joan Marques

“When you give joy to other people, you get more joy in return. You should give a good thought to happiness that you can give out.”— Eleanor Roosevelt

Donor-Advised Funds Defy Giving Slump In 2023 fa-mag.com/news/donor-adv…

“The greatness of a community is most accurately measured by the compassionate actions of its members." Coretta Scott King

“From a tax perspective, knowing and using the proper tools and being able to educate clients to make the most informed gifts can make it an incredibly impactful and effective for them as well as maximizing their donations,” Evans said. investmentnews.com/practice-manag…