Donor-advised funds — Invest now, give anytime

A donor-advised fund is like a charitable investment account for the sole purpose of supporting charitable organizations you care about. Donor-advised funds are the fastest-growing charitable giving vehicle in the U.S. because they are one of the easiest and most tax-advantageous ways to give to charity.

How It Works

With a donor-advised fund, you get an immediate tax deduction. It allows your assets to build. And you can donate any amount at any time.

• Establish a donor-advised fund with a third-party investment fund such as Fidelity Charitable, Schwab Charitable, Goldman Sachs Charitable Gift Fund, Vanguard Charitable or BNY Mellon Charitable Gift Fund.

• Make a tax-deductible donation using cash, securities, non-publicly traded assets such as private business interests, or cryptocurrency.

• Receive an immediate charitable income tax deduction.

• A contribution to a donor-advised fund is an irrevocable commitment to charity. The funds cannot be returned to the donor or any other individual or used for any purpose than donating to charities.

• Grow your donor-advised fund, tax-tree. The funds can potentially grow over time, making available even more money for charitable giving. Most sponsoring organizations have a variety of investment options which you can use as an investment strategy for your charitable dollars.

• You can donate to any IRS-qualified, 501(c)3 public charity as you wish at any time.

Benefits

• Establish a donor-advised fund at whatever time is most convenient.

• Give yourself the flexibility to plan and adjust your charitable giving.

• Add to your fund at any time and in any amount.

• Use a variety of assets: cash, securities, real estate, privately held stock, or other property.

• Build a significant legacy for the charities you support, including Meher Mount.

Tax Advantages

• Receive an immediate charitable income tax deduction for the contribution to the donor-advised fund.

• Any unused deduction may be carried forward in subsequent tax years.

• Avoid capital gains tax on appreciated assets you have owned for longer than one year.

How to Make a Gift Now through a Donor-Advised Fund

If you don’t already have a donor-advised fund, you will need to discuss your options with your advisors and set up a donor-advised fund through a third-party management firm. Then you will be able to make a charitable gift at any time.

If you already have a donor-advised fund, you can make a current cash to Meher Mount now. Here is information you need to know:

Legal Name: Meher Mount Corporation
Address: 9902 Sulphur Mountain Road, Ojai, CA 93023-9374
Telephone: 805-640-0000
Federal Tax ID: 77-0236525
Status: 501(c)3 non-profit, charitable organization

How to Use Donor-Advised Funds for a Planned Future Gift

You can also make a future planned gift to Meher Mount from your donor-advised account.  Contact your advisor to set up your future legacy gift.

To make a planned gift from your donor-advised fund, here is the information you will need:

Legal Name: Meher Mount Corporation, a non-for-profit 501(c)3 organization
Address: 9902 Sulphur Mountain Road, Ojai, CA 93023-9374
Telephone: 805-640-0000
Federal Tax ID: 77-0236525
Status: 501(c)3 non-profit, charitable organization
Designation: Meher Mount General Fund or the Agnes Baron Endowment for Meher Mount

Consult Your Personal Advisors

The information provided above is not to be construed as tax, accounting or legal advice and could change as tax laws change. You are advised to consult with your legal advisor, tax advisor, or professional estate planner to determine which options are best suited to your individual situation.

Share Your Plans to ensure your legacy

If you have already included Meher Mount in your plans (or intend to), please let us know.  Meher Mount can provide you and your advisor(s) with any needed information. Understanding your intentions will help Meher Mount make sure your gift is used exactly as you wish.  And we would also like to personally acknowledge your thoughtfulness and generosity.

Questions About Giving through a Donor-Advised Fund? Use This Form.

Conversations with Meher Mount’s planned giving team are always confidential and never imply an obligation.