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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 |
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.
Contribute
Make irrevocable gifts of cash, securities, or complex assets to The Salvation Army Donor Advised Fund, split evenly into two accounts:
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
Contribute
Grant
Invest
ESG Investment Strategies
These pools invest in managers that consider environmental, social, and governance (ESG) issues in their investment process
Traditional Strategies
Index Based Strategies
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.
Before participating in The Salvation Army Donor Advised Fund, you should consult with your personal tax or legal advisor.
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: |
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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. |