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Fiduciary Trust Charitable launches donor-advised fund offering


Fiduciary Trust Charitable has launched a new donor-advised fund offering. The program integrates the general tax efficiency, grant flexibility and cost efficiency of donor-advised funds with the personal service, philanthropic guidance and tailored investment approach of a financial advisor.

Donors may select Fiduciary Trust Company as the investment advisor, or designate another financial advisor (subject to approval by Fiduciary Trust Charitable). Fiduciary Trust Company is the administrative services provider for all Fiduciary Trust Charitable donor-advised fund accounts.
“Our program addresses key underserved needs among donors and financial advisors. High-net-worth donors can partner with their existing financial advisors and receive personal service, advice and a tailored investment program for the donor-advised funds they establish,” says Todd H Eckler, Executive Director of Fiduciary Trust Charitable. “Advisors benefit from deeper relationships with clients, and access to the high quality, personal service provided by our administrator, Fiduciary Trust Company.”
In 2018, Fiduciary Trust Charitable plans to extend its donor-advised fund offering to other public charities. The program will enable educational, community service and other IRS-qualified charitable organisations to establish private-label donor-advised fund programs for their donors, with favuorable terms for the donors and co-sponsoring charities.

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