Gifts from Donor Advised Funds
With a donor advised fund, you can recommend a grant today to impact lives through Unbound.
If you would like to make a gift now through your donor advised fund, simply click the link below to find your fund.
6 ways you can make an impact with your Donor Advised Fund:
Memorialize, honor or commemorate a loved one or an event.
Avoid capital gains by transferring appreciated stock to your fund and then gifting it in minutes.
Teach your loved ones about charity and why you believe in giving back.
Build a sense of community by forming “giving circles” with other donor advised fund owners, including friends and family members.
Bundle your charitable gifts to itemize your deductions in the same tax year.
Leave all or a portion of your account to charity simply by changing your beneficiary designation.
Create Your Legacy of Philanthropy
When you create or update your donor advised fund, you can also designate the residual value for use after your lifetime.
We hope you will consider naming Unbound as a beneficiary of your account. You may even designate Unbound to receive a portion of the account value, leaving the remaining portion for your children or grandchildren to continue your legacy of philanthropy.
If you decide to change your beneficiary designation, would you let us know? We would like to recognize you for your generosity and ensure that your gift is used as you intend.
Your Giving Toolkit
Have questions? I'm here to help!
Michael J. Calabria, CAP®
Chartered Advisor in Philanthropy
Planned Giving Director