DONOR-ADVISED FUNDS
A strategic approach to your philanthropy
When developing your charitable giving plan, a donor-advised fund is a compelling strategy to consider.
What is a donor-advised fund?
A donor-advised fund allows an investor to make tax-deductible charitable contributions. The donor then recommends grants to qualified charities of their choice.
Who could benefit from a donor-advised fund?
Donor-advised funds are for investors with charitable intent who also may be seeking possible tax advantages associated with charitable giving.
Why establish a donor-advised fund?
An investor can contribute to a donor-advised fund without having to choose the recipient of their donation. This way, the investor can receive an income tax deduction right away and recommend the recipient of their donation when they’re ready.
Why invest with J.P. Morgan
- With the combined power of J.P. Morgan and Chase, you get the best of banking, investing and borrowing with instant money transfers and more—all in the Chase Mobile® app or at chase.com.
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- Financial planning at J.P. Morgan integrates your life and your money with precision and purpose to make sure your financial momentum never stops.
Work one-on-one with a Private Client Advisor
Work one-on-one with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.
Already work with an advisor?
Contact your Private Client Advisor to learn more about how a donor-advised fund can help meet your financial needs.
Frequently asked questions about donor-advised funds
Donor-advised funds can vary widely, with some organizations offering few, and others providing a broad array of investment options.
Possible recipients and the process of adding charities can vary among donor-advised funds.
It may be possible to make grants directly to international charities; however, there are tax and reporting implications, which you should discuss with your tax counsel prior to making any such grants.
- Establish an enduring philanthropic legacy
- Receive immediate tax deductions for contributions to your donor-advised fund
- Support qualified charities throughout the United States and abroad.
When you set up a donor-advised fund with J.P. Morgan Wealth Management, you recommend the charitable donations, while we handle everything else.
