Donor-Advised Funds

Donor-Advised Funds consolidate your giving into a single charitable fund. You, or others that you name, can advised grants from the fund with no administrative burden. You can use as much of the balance as you wish for grants over time, or endow the fund to leave a permanent legacy. Click to view list of Donor-Advised and Donor-Designated funds currenlty held at the Foundation.

The CASI Foundation Donor Advised Fund program was designed to enhance your options. Benefits include:

Privacy
Charitable giving can be quite personal. You may want a buffer between yourself and grant-seekers. CASIF enables you to select recognition or privacy as desired, (i.e., privacy in contributing assets, privacy in grant-making, and even anonymous grant-making.)

Simple and effective Fund management
With a CASIF Donor-Advised Fund, you can eliminate the year end pressures, such as scrambling for a place to make a tax-deductible donation or hunting through files for charitable donation receipts. You can research charities online, recommend grants online, track giving over time, and consolidate your tax reporting.

Creation of a lasting legacy of giving
You can start small and build over time or maximize your initial contribution. Donors typically establish a CASIF Donor-Advised Fund to act as a multigenerational family fund for their charitable giving. For example: you can personalize the account with a family name (e.g., “The Adams Family Fund”), involve family members in recommending grants, and name successor advisors.

Immediate and maximum tax benefits
Because CASIF is a public charity, contributions immediately qualify for maximum tax benefits. You can then recommend grants to charities across the nation on your own flexible timetable.

Tax free growth (which means more dollars for charitable purposes)
Investments in your Donor Advised Fund grow tax free to support more giving in the future. The CASIF Donor Advised Fund lets you structure your giving over time, enabling you to leverage the impact of your grants to worthwhile causes.