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Donor-Advised Fund & Charitable Remainder Trust Gift Planning

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If you’re considering a larger charitable gift, a Donor-Advised Fund (DAF) or Charitable Remainder Trust (CRT) may offer an effective way to make a lasting impact while realizing meaningful tax benefits.

These vehicles allow you to give from:
• Cash or appreciated securities
• Real estate or privately held business interests
• Other complex or illiquid assets

A DAF provides flexibility and simplicity for your charitable giving, while a CRT can offer lifetime income for you and your spouse and a charitable deduction – turning assets into a source of generosity and stewardship.

We’d be honored to discuss how these options could help you fulfill your charitable goals. Please contact us at (303) 962-5752 or giftoperations@fmf.org.