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• The AMG Charitable Gift Foundation
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• How the Foundation Works
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• Manage your Charitable Giving
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• Gifting and Taxes
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How the Foundation Works

Donor-advised funds managed by the AMG Charitable Gift Foundation allow individuals to make irrevocable charitable gifts to a fund, named at the discretion of the donor, from which the donor can recommend charitable distributions.  Gifts to the foundation’s donor-advised funds provide an immediate tax deduction while a single large gift can translate into the flexibility to give throughout the course of future years.  If you choose AMG Charitable Gift Foundation to manage your philanthropy, expect to:

• Suggest how your donations should be invested, choosing from among four options:
  • Growth portfolio.
  • Balanced portfolio.
  • Fixed-income portfolio.
  • Money-market account.

• Recommend gifts, made as frequently as you like, to the 501(c)(3) charitable organizations of your choice.

• Fund contributions to the foundation with most assets, including:
  • Cash.
  • Appreciated securities.
  • Partnership interests.
  • Privately traded stocks.
  • Closely held stocks.
  • Publicly traded stocks and bonds.

• Enjoy benefits that include:
  • An immediate tax deduction for contributions to the foundation.
  • Deducting contributions at fair-market value.
  • Funding your contributions with appreciated securities, which allows you to forego recognizing capital gains tax on the appreciation.