CAF America’s Post

What is a Donor Selected Advisor Option? The Donor Selected Advisor Option allows an individual or family to make charitable contributions into a Donor Advised Fund (DAF) with the Catholic Community Foundation while maintaining their relationship with their trusted financial advisor. The financial advisor will continue to manage the donated funds, but will be required to invest in a Catholic-screened portfolio or in predetermined funds that comply with the Catholic Community Foundation’s Investment Policy.(This program begins with contributions of $50,000 or greater.) What Makes the Catholic Community Foundation Different? The Catholic Community Foundation (CCF) has a deep insight into the needs of the faith-based community in addition to charitable giving expertise. This unique combination allows the CCF to support the needs of Catholic donors, as well as the Parishes, Schools and ministries of the Diocese of Venice and beyond, in a way that no other foundation can. To learn more: https://lnkd.in/eJUsC6NU #donorselectedadvisor #daf #planningforthefuture #CCF #venicefl #swfl

I recently learned more about donor advised funds. They seem like a great way to contribute to the efforts you care deeply about. Learn more below #philanthropy #impactfulgiving #socialimpact

What is a Donor Selected Advisor Option? The Donor Selected Advisor Option allows an individual or family to make charitable contributions into a Donor Advised Fund (DAF) with the Catholic Community Foundation while maintaining their relationship with their trusted financial advisor. The financial advisor will continue to manage the donated funds, but will be required to invest in a Catholic-screened portfolio or in predetermined funds that comply with the Catholic Community Foundation’s Investment Policy.(This program begins with contributions of $50,000 or greater.) What Makes the Catholic Community Foundation Different? The Catholic Community Foundation (CCF) has a deep insight into the needs of the faith-based community in addition to charitable giving expertise. This unique combination allows the CCF to support the needs of Catholic donors, as well as the Parishes, Schools and ministries of the Diocese of Venice and beyond, in a way that no other foundation can. To learn more: https://lnkd.in/eXBZwms3 #donorselectedadvisor #daf #planningforthefuture #CCF #venicefl #swfl

In 2022, Americans contributed $499.33 billion to charity. Here's the giving breakdown: 64% Individuals 21% Foundations 9% Bequest 6% Corporations What's your charitable revenue breakdown? Does most of your charitable revenue come from individuals, grants, or corporations? Or, are you heavily government-funded? 

I am fascinated by this Cerulli Report which projects that wealth transferred through 2045 will total $84.4 trillion—$72.6 trillion in assets will be transferred to heirs, while $11.9 trillion will be donated to charities. https://lnkd.in/gVGVSKx2 More specifically, they anticipate the following generations will inherit the wealth:

The 20 most charitable states in America In 2022, Americans gave nearly $500 billion to charity, with 64% of the funds coming directly from individuals, according to the National Philanthropic Trust. The top state on this list had a total score of 69.65 out of 100 and ranked fourth in volunteering and service, as well as fifth in charitable giving. https://buff.ly/3V1Ijle

What is the Alternative Minimum Tax (AMT) and how is it changing? In Budget 2023, the government of Canada introduced some changes to the AMT formula that may impact how the nonprofit and charitable sector receives donations, particularly large gifts. Explore the potential impact on charitable giving and the nonprofit sector's funding in our article. https://buff.ly/3F1PH8v If you or your organization have thoughts on how the proposed changes to the AMT may impact your organization, contact us at publicpolicy@imaginecanada.ca.

An increase in complaints about door-to-door fundraising is the most notable finding from our 2022/23 data. For the first time ever, this generated more complaints than any other fundraising method. Within this report, there are some important reminders about how to mitigate the associated risks.

Deciding which type of fund to establish can be an overwhelming process for donors. In this month's two-part Advisor Blog we discuss the types of funds MCF offers along with four key questions advisors should ask their clients when helping them select a charitable fund type. Read the full post on our website: https://buff.ly/3VzoDHa

Interested in elevating your charitable giving efforts while optimizing tax benefits? Our latest blog post explores Donor-Advised Funds—a flexible and efficient way to manage charitable giving. ✔️ Understand the operational ease of Donor-Advised Funds ✔️ Learn how they can be part of your overall wealth management strategy ✔️ Discover the tax advantages they offer Enhance the effectiveness of your charitable contributions while making informed financial decisions. Click the link to read more.