Never Miss a Chance to Do the Most Good

Please enter your name, email and zip code below to sign up!

Please enter your first name
Please enter your last name
Please enter a valid email address
Please enter a valid zip code

Never Miss a Chance to Do the Most Good

Please enter your name, email and zip code below to sign up!

Please enter your first name
Please enter your last name
Please enter a valid email address
Please enter a valid zip code

Never Miss a Chance to Do the Most Good

Please enter your name, email and zip code below to sign up!

Please enter your first name
Please enter your last name
Please enter a valid email address
Please enter a valid zip code

Never Miss a Chance to Do the Most Good

Please enter your name, email and zip code below to sign up!

Please enter your first name
Please enter your last name
Please enter a valid email address
Please enter a valid zip code
Donor Advised Fund Image Donor Advised Fund Image

Donor Advised Fund

Contact me to learn how confidential, personal financial planning can help you achieve your goals while helping to sustain our life-changing mission.

 

Richard Metzgar

Associate Director Planned Giving
410-507-5779
[email protected] (email)

The Salvation Army Donor Advised Fund, a fund within the BNY Mellon Charitable Fund (“Gift Fund”), offers a simple and tax-efficient way to maximize the impact of your charitable giving. Contributions may be eligible for a tax deduction and grow tax-free, leveraging the value of your philanthropy. Grants are distributed at your own pace, providing the opportunity to develop a strategic approach that better supports your philanthropic vision.

 

HOW IT WORKS

Contribute

Make irrevocable gifts of cash, securities, or complex assets to The Salvation Army Donor Advised Fund, split evenly into two accounts:

  • Discretionary Account: Grant to eligible charities (including The Salvation Army)
  • The Salvation Army Only Account: Grant to The Salvation Army only

Invest

Recommend the investment strategy that best fits your giving plans

Grant

Research charities and make grant recommendations online

Track grant and gift history, change investment options, view statements, and manage your account online

 

WHY CHOOSE THE SALVATION ARMY DONOR ADVISED FUND

  • Easy to establish
  • Offers robust online capabilities
  • Streamlines tax documentation

  • Gifts may be eligible for income tax deduction
  • Gifts of appreciated securities can offset capital gains taxes
  • Assets grow tax-free

  • Offers a variety of investment options, including ESG & index strategies
  • Accepts complex assets
  • Allows committed support to The Salvation Army through structure

  • Helps secure your legacy with The Salvation Army
  • Integrates philanthropy into financial planning and objectives
  • Enables you to share family values with future generations

 

THE SALVATION ARMY DONOR ADVISED FUND DETAILS

Contribute

  • Minimum Initial Contribution: $5,000
  • Minimum Additional Contributions: $250

Grant

  • Minimum Grant: $250
  • Maximum Grant: Unlimited (up to account balance)
  • Anonymous Grants: Yes

Invest

ESG Investment Strategies

These pools invest in managers that consider environmental, social, and governance (ESG) issues in their investment process

  • ESG Maximum Income
  • ESG Income
  • ESG Growth & Income
  • ESG Growth
  • ESG Aggressive Growth

Traditional Strategies

  • Cash Reserve
  • Maximum Income
  • Income
  • Growth & Income
  • Growth
  • Aggressive Growth

Index Based Strategies

  • Cash Reserve
  • Large Cap Stock Index
  • Small/Mid Cap Stock Index
  • International Stock Index
  • U.S. Core Bond Index

For a Discretionary Account or The Salvation Army Only Account with assets greater than $3 million, individual security models can be selected to align with philanthropic objectives.

 

HOW TO GET STARTED

Before participating in The Salvation Army Donor Advised Fund, you should consult with your personal tax or legal advisor.

 

ABOUT THE BNY MELLON CHARITABLE GIFT FUND

The Gift Fund was established in 2013 to provide donors with a structured means to express their philanthropic values and priorities to family members and the community. Since that time, the Gift Fund has distributed more than $100 million to over 3,000 charities.

IMPORTANT MESSAGE:
Most Supporters who leave a legacy in their estate plans, want their future gift to be used for the local  community. Please contact me for the specific wording to use in your Will, Trust or Retirement Plan to make certain that your gift supports The Salvation Army location and program that you would want to benefit.