Meet Alex – a new donor by opportunity.
After unexpectedly inheriting property from his grandparents, Alex had a windfall of assets that he needed to arrange financially. After speaking with his trusted financial advisor, he decided to open a donor-advised fund through CCF. His fund softened the tax burden he was facing in the year he received his inheritance but didn’t require him to give all of the money earmarked for philanthropy away at once. Instead, he can make a plan to impact the organization he loves while his funds grow tax-free through CCF. Creating a donor-advised fund was a helpful element in Alex’s investment portfolio, and will help him ultimately give more money away in the future.