Donor-Advised Funds

A Donor Advised Fund is an effective and efficient way to streamline your charitable giving to ministry.  Once the Fund is created at the Foundation with your gift, you can provide advice regarding when and to whom the distributions from the Fund will be made.

Benefits             

  • You may be eligible for a tax deduction for charitable contribution, and avoid capital gains taxes on gifts of appreciated security.
  • Your gift can be of cash, securities or other property
  • You have flexibility to suggest beneficiaries of the Trust on your own timetable.
  • The Foundation can help you match your goals in giving with the needs of charitable beneficiaries.

Email us at info@umfwv.org or call toll free 1-800-788-3746 ext. 45, and we will work with you and/or your financial advisor to tailor your Donor-Advised Fund.


The Foundation does not give legal advice or tax advice.  Always consult with your own advisors before deciding which gift works best for your circumstances.