Benefits

With a donor advised fund, you can support Ball State University students, programs, and projects as well as your other favorite charitable causes. You can also enjoy these benefits:

• An alternative to setting up a costly private foundation
• Immediate charitable income tax deduction for your contributions to the fund
• Flexibility to make grant recommendations suited to your timetable. Grants from your
  gift(s) need not be made in the same year as your original gift(s).
• No capital gains taxes on gifts of appreciated, long-term securities
• A convenient, password protected online dashboard that combines account management, charity research and due diligence, social networking, and grantee communication
• Easy record-keeping and tax reporting
• A choice of making anonymous gifts or receiving recognition
• Professional staff available to help you plan your gifts, understand tax benefits, and handle all the paperwork and administrative responsibilities
• Professional investment management with your recommendation of investment strategies