Designated Fund
Support your favorite nonprofits

A designated fund empowers you to support specific nonprofits over multiple years, allowing for thoughtful distribution that aids organizations in planning their cash flow and realizing long-term initiatives.
For donors, this approach presents a unique opportunity to potentially secure a larger charitable tax deduction in a year of heightened tax rates. In addition, your designated fund becomes a powerful tool to create impact by specifying the charities you wish to give to and outlining how and when those gifts are distributed.
Are you approaching or over the age of 70 ½?
If you are over the age of 70 ½, pay particular attention to designated funds and field-of-interest funds as you craft your charitable giving plan. These two types of funds, unlike donor advised funds, can receive “Qualified Charitable Distributions” benefits from IRAs
We're here to help!
Ready to explore designated funds?
Connect with Mike Boberg, director, donor services at 513-768-6119 or [email protected].
