Broker Check

Donor Advised Funds

Through our Broker-Dealer, Cambridge Investment Research, Family Legacy Concepts offers a Donor Advised Fund called the Cambridge Charitable Gift Fund.

A Donor Advised Fund is a fund operated by a qualified public charity. It is created when a donor makes gifts of cash or securities to pursue philanthropic and tax reduction goals.

Here are several benefits of using a Donor Advised Fund:

  • Organize philanthropy
  • Deduct contributions from income tax as charitable gifts
  • Avoid capital gains through the charity taking ownership
  • Optionally recommend grants anonymously
  • Pass on personal charitable values to leave a legacy

To have an advisor or administrative person at Family Legacy Concepts contact you, be sure to specify that you are interested in Donor Advised Funds in the Have A Question? section of the Contact page

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