Enriching Communities and Lives in So Many Ways
Charitable giving is often an important component of financial, tax, and estate planning. Creating a strategic charitable giving plan can help maximize your tax benefits and reduce your record-keeping burden. A Stifel Donor- Advised Fund allows you to focus on making an impact on the causes you care most about.
- A donor-advised fund is a simple, flexible, tax-efficient way to manage charitable giving.
- Donors receive an immediate tax deduction for contributions into their Stifel Donor-Advised Fund.
- You will enjoy choosing a meaningful, personalized name for your fund, connecting you with your giving for years to come.
- Contact us to learn more details around Stifel Donor-Advised Funds
You can maximize your charitable dollars and receive tax-related benefits through a Stifel Donor-Advised Fund from Stifel Charitable, Inc.
- Contributions to a Stifel Donor-Advised Fund are tax deductible to the maximum extent allowed by law. We will issue a tax receipt for each donation to a fund.
- Contributions to funds are invested, and the growth is tax-free.
- We can accept donations of cash, publicly traded securities, and complex assets, including business interests, life insurance policies, and real estate.
- Cash gifts are a great place to start, but donations of appreciated assets (held longer than one year) to a Stifel Donor-Advised Fund often provide the additional benefit of avoiding long-term capital gains tax.
- Contact us for a detailed example
Open Your Donor-Advised Fund Through Your Local Stifel Office!
Ruder Investment Group
Thomas A. Ruder
Senior Vice President/Investments
Bryan A. Ruder, CFP®, MPAS®,
AWMA®, CRPC®, AAMS®, AIF®
Associate Vice President/Investments
Stifel Donor-Advised Funds are handled by Stifel Charitable Inc., which is a 501(c)(3) non-profit organization. Stifel Financial Corp. companies, including Stifel, Nicolaus & Company, Incorporated, Stifel Bank, and Stifel Trust Company, N.A., provide services to Stifel Charitable Inc. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.