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AMG Charitable Gift Foundation

AMG’s Charitable Gift Foundation offers an easy way to make a meaningful impact by simplifying charitable giving with a donor-advised fund.

How It Works

A donor-advised fund allows you to make charitable contributions to a foundation from which you can later request distributions to the charities you love. It’s easy to setup, you can name the account, and your contributions may be eligible for an immediate tax deduction.

You can make contributions to a donor-advised fund account using a variety of asset types (cash, publicly traded securities, certain private equity, or closely held stock interests) with an initial contribution minimum of $5,000. Then you advise the foundation how you prefer the account to be invested, choosing among multiple investment options that are professionally managed by AMG National Trust. Assets grow tax-free until distributed.

When it’s time to support your favorite 501(c)(3) charity, you just let us know and we take care of the rest.

 

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Advantages of AMG’s Charitable Gift Foundation

  • Easy setup and $5,000 initial contribution minimum
  • Contributions may be eligible for an immediate tax deduction
  • Funds grow tax-free in professionally managed portfolios until distributed
  • Charitable distributions to 501(c)(3) charities can be requested for later years

How can we help? Call 800-999-2190 or email us at info@amgnational.com.

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