A donor advised fund through Cedar Street Charitable Foundation provides a cost-effective, tax-advantaged way to begin a family legacy of charitable giving.
Cedar Street Charitable Foundation is a 501(c)(3) independently operated public charity dedicated to helping families achieve their philanthropic goals in a tax-efficient and confidential manner.
Flexible Approach
When you establish a donor advised fund through Cedar Street Charitable Foundation, you have the flexibility to make contributions when you want, so you receive a tax deduction when it's most beneficial to you.
You determine how your contribution will be invested and recommend grants to charitable organizations that support your family's giving goals.
Furthermore, you can create a legacy that will last for generations by designating successors to the fund who will carry on your tradition of giving.
Unlike typical family foundations, our donor advised fund offers these advantages:
- No cost to establish
- Only a few days to set up
- Low initial contribution
- Higher tax deductions1
- Administration handled by Cedar Street Advisors
- Flexible distribution requirements
- Anonymous giving option
1A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Consult your tax advisor for more information.
Cedar Street Charitable Foundation is available through representatives of Marshall & Ilsley Trust Company N.A. M&I Investment Management Corp., the investment adviser to the investment strategies, is a registered investment adviser. Cedar Street Charitable Foundation's Board of Directors has ultimate authority over the investment options.