BUILDING A
COMMUNITY OF
GIVERS

2008 Spring Appeal

Building Hope Campaign

Types of Funds
   • Episcopal Charities Fund
   • Field-of-Interest Funds
   • Donor Advised Funds
   • Restricted Purpose Funds
   • Bishop William E. Swing Fund

Planned Giving

Special Events

DONOR ADVISED FUNDS

By designating gifts to Episcopal Charities as "donor advised funds," you may name your own charitable fund and may recommend grants, immediately and in the future, to Episcopal Charities Partner Agencies, Episcopal Charities incubator projects or nonprofit organizations of your choice. You receive a tax deduction at the time of the contribution, advise us as to distributions from the fund, and may continue your philanthropy by adding to the fund at any time.

A Donor Advised Fund

The assets that become the basis for a donor advised fund are a charitable donation and are considered a tax deductible gift to Episcopal Charities in the year the gift is made. Your donor advised fund is tracked separately for accounting purposes (but not maintained in a segregated fund) at Episcopal Charities and is included in one of our investment funds. As a donor, you are an "Advisor" to the fund and are encouraged to recommend grants to charities from the fund every year. Your donor advised fund is considered a component of an existing public charity.

It is important to remember that Episcopal Charities retains the right to approve or deny your grant recommendations and to control investment decisions and investment policy.

Since all gifts to a donor advised fund are irrevocable, we strongly encourage you to consult with your own tax advisor before creating a fund with Episcopal Charities.

Benefits of an Episcopal Charities Donor Advised Fund

The key benefits of establishing a Donor Advised Fund with us include:

• Simplicity - While we address the administrative details, you are free to take an active role in grant making.
• Flexibility - You receive an immediate tax deduction while still having time to consider your grant recommendations.
• Grant Making Expertise - You have access to our twenty-five years of experience in the nonprofit community.
• Planned Giving Assistance - We will work with your legal and financial advisors to help you plan your lifetime and testamentary gifts.
• Information - You have the opportunity to attend presentations by experts on investments or social service delivery.

Download the Charitable Giving Guidelines (.pdf)

Our Commitment to our Donors

Our commitment to you, as a donor to Episcopal Charities, is that we will:

• Provide you with clear and accurate information regarding your fund and our investment program.
• Respond promptly to your needs.
• Maintain an excellent investment program.
• Offer you new opportunities for philanthropy.
• Provide expert information about the needs of the poor, oppressed and endangered of the San Francisco Bay Area and about the Episcopal response to that need.

Our Donor Services

We pledge to:

• Help you identify programs which address the needs that you want your philanthropy to meet.
• Process grant recommendations promptly.
• Provide quarterly financial statements tracking the activity in your fund.
• Arrange site visits to nonprofit agencies as requested.

If you wish to establish a Donor Advised Fund through Episcopal Charities, or for more information, please contact Sally Coates at 415-518-5553 or scoates@episcopalcharities.org.