A Donor Advised Fund allows you to donate your cash or marketable securities at a time that is advantageous to you for tax or other purposes, allowing you time to decide which charities you would like to support. By making a contribution of $10,000 or more, you may establish a fund that you name. Any contributions you make of assets you have held for at least one year are fully tax-deductible and are afforded the most favorable tax treatment. In addition, any funds held in the account grow tax-free.
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To update the investment allocation in your Donor Advised Fund or Custodial Fund contact:
Mail your check to:
901 Route 10, P.O. Box 929 Whippany, NJ 07981