Charitable Giving
Golden Gate Advisors, Inc.™ advises clients on philanthropy through a low cost donor-advised fund structure. A donor advised fund (DAF) is a charitable giving vehicle where an individual, family, or organization makes an irrevocable contribution of personal assets to a public charity and at any time thereafter can recommend grant distributions to qualified charitable organizations. We assist you in establishing a DAF, providing fee-only investment advice throughout its life, and making donation distributions.
Our Donor Advised Fund structure offers:
Immediacy: On average, a DAF can be established within a week.
Start-up Expenses: None
Excise Taxes: None
Tax Deduction for Cash Gifts: can be up to 50% of adjusted gross income
Tax Deduction for Stock or Property: can be up to 30% of AGI.
Required Payout: None
Privacy: Donors and donations can be kept confidential if desired.
