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Thrivent Charitable Impact & InvestingCharitable solutions: Donoradvised funds vs. private family foundations Helping you make a positive impact in sync with your goals and financial strategy. We
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How to fill out charitable solutions donor-advised funds

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How to fill out charitable solutions donor-advised funds

01
Start by opening an account with Charitable Solutions Donor-Advised Funds. You can do this by visiting their website or contacting their customer service.
02
Once your account is set up, decide how much money you want to contribute to the fund. This can be a one-time donation or recurring contributions.
03
Next, choose the investment options for your funds. Charitable Solutions Donor-Advised Funds offers a range of investment options to suit your needs and preferences.
04
After selecting the investment options, you can start recommending grants to eligible charities. Charitable Solutions Donor-Advised Funds will distribute the funds to the chosen charities on your behalf.
05
Keep track of your giving and the growth of your funds through regular statements and online account access. You can also consult with the team at Charitable Solutions for any assistance or guidance.
06
Remember that donor-advised funds are subject to certain rules and regulations. Make sure to comply with the IRS regulations and consult with a tax advisor for any specific questions or concerns.

Who needs charitable solutions donor-advised funds?

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Charitable Solutions Donor-Advised Funds are beneficial for individuals or families who:
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- Want to donate to multiple charities but prefer to manage their giving through a single platform.
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- Wish to enjoy the tax benefits of charitable giving.
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- Prefer to have a say in how their donations are distributed among charities.
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- Seek to simplify their giving process and reduce administrative burdens.
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- Want to create a giving legacy and involve future generations in philanthropy.
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- Have appreciated assets they want to donate and potentially minimize capital gains tax.
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Charitable solutions donor-advised funds (DAFs) are philanthropic giving accounts sponsored by public charities that allow donors to make charitable contributions, receive an immediate tax deduction, and recommend grants to charitable organizations over time.
Donor-advised funds themselves are not subject to direct filing requirements by donors; however, the sponsoring organization of the DAF is required to file Form 990, which includes information about the DAFs they manage.
To fill out forms related to donor-advised funds, donors typically need to provide information about their contributions to the fund, the recipient charities they wish to support, and any specific instructions for grant distributions.
The purpose of charitable solutions donor-advised funds is to facilitate philanthropic giving by allowing donors to contribute, receive immediate tax benefits, and distribute funds to charities over time as they choose.
Information that must be reported includes the total contributions made to the fund, grants made to charities, the balance in the fund, and any expenses incurred by the sponsoring organization.
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