Donor-Advised Fund

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How It Works

  • Name The American College of Financial Services as a beneficiary of your donor-advised fund.
  • Designate us to receive all or a portion of the balance of your plan through your fund administrator (you can also make a grant to us at any time from your fund).
  • The balance in your fund passes to The American College of Financial Services when the fund terminates.

Benefits

  • Take an immediate and substantial tax deduction.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.

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