Client Examples

Fiduciary Trust Charitable has experience working with a variety of donor types as well as a range of donor requests. Below are some examples of how we have helped donors further their charitable interests through our donor-advised fund program.

Individuals and Families

Helped a donor develop a lifetime and legacy charitable giving strategy which included their DAF being the beneficiary of her trust with family members providing grant recommendations after the donor passed
Worked with a donor to determine the appropriate timing to contribute highly appreciated shares of a recent IPO to help maximize the DAF funds available for charitable purposes
Created custom reporting for donors moving donor-advised funds from another provider so they could maintain a view of their giving history before and after moving to FT Charitable
Enabled donors to implement “charitable gift bunching” strategies which increased tax deductibility of charitable giving over multiple years
Advised donors on the design and implementation of a custom successor charitable advisor and distribution plans in the event successor advisors are unable to serve
Helped donors establish a DAF as the beneficiary of their IRAs

Nonprofits and Businesses

Helped a private foundation managed by sibling trustees to convert to multiple donor-advised funds, eliminating the cost and complexity of operating the foundation
Created a special “restricted” donor-advised fund to enable a restricted-purpose public charity to convert to a donor-advised fund. Our work in this area earned us an industry Stevie Award®
Facilitated a letter of understanding for a multi-year grant from a DAF to enable a construction project for a nonprofit
Worked with a dissolving religious organization’s legal counsel to go through a process with the state attorney general’s office to convert to a donor-advised fund
Established a corporate donor-advised fund for a closely-held business to facilitate long-term corporate charitable giving