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DONOR-ADVISED FUNDSA strategic approach to your philanthropy

When developing your charitable giving plan, a donor-advised fund is a compelling strategy to consider.

Get started with a strategic approach to your philanthropy

Learn more about donor-advised funds

What is a donor-advised fund?

A donor-advised fund allows an investor to make tax-deductible charitable contributions, which may grow tax-free. 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 want the ability to receive an immediate tax deduction, eliminate capital gains tax on contributions of appreciated assets held long-term and more.

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 select the recipient of their donation when they’re ready.

Establish a donor-advised fund with J.P. Morgan

  • Seamless account opening
  • Donate over time
  • Contribute cash and marketable securities (e.g., mutual funds, stocks, etc.)
  • Invest donated assets so they may grow tax-free

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting professionals before engaging in any transaction.

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Frequently asked questions

Donor-advised funds can vary widely, with some organizations offering few, and other 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
  • Eliminate capital gains tax on contributions of appreciated assets held long-term
  • Invest donated assets so they may grow tax-free

When you set up a donor-advised fund with J.P. Morgan Wealth Management, you recommend the charitable donations, while we handle everything else.

Sharpen your knowledge

What is a charitable deduction?

A charitable deduction lets taxpayers deduct donations of money or other assets from their taxable income when they give to 501(c)(3) public charities.

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