Donor Advised Fund

  • An outright gift that allows you to recommend allocation of funds over time to our chapter and other charities.
  • Benefits – substantial income tax charitable deduction, estate tax savings, no capital gain tax on transfer of assets, supports family involvement, recognition at the chapter house in the Heritage Society, and knowing that your assets are making a difference for the chapter.
  • Minimum investment of $100,000 of cash, real estate, or securities.