Donor-Advised Funds

Donor-Advised Funds

We can help our clients create a lasting legacy that perpetuates their family name and values.  Through an arrangement with American Endowment Foundation (AEF), we can offer our clients access to donor-advised funds and stay involved.

The client benefits include;

  • Qualifying for a tax deduction in the year contributions are made, regardless of when grants are recommended*;
  • Receiving an annual contribution summary for tax purposes;
  • Donating a variety of assets, including closely held stock, real estate, and restricted stock;
  • Involving family members in recommending grants.

*Summit Capital Management and American Portfolios do not provide tax or legal advice.  Clients should contact their tax and legal advisors regarding their specific situations.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Investment advisory and financial planning services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor.

Registered states: AZ, WA, CA, CO, UT, ID, TX, IA, MI, NM, OR & WY

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