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Rhode Island Foundation Donor Advised Funds: A Simple but Substantial Legacy

As a member of the Rhode Island Foundation's Professional Advisory Committee, I feel obligated to let you know that for a fully tax-deductible contribution of $10,000 or more, you can sign a simple document creating a Donor Advised Fund at The Rhode Island Foundation which, if you wish, memorializes your name in perpetuity.

You and your designated successor advisors (such as children or grandchildren) can recommend grants from your Fund to any qualified charitable organization at any time. Please consider joining us in establishing your own Fund as a way of giving back to the community.

We strongly recommend that our clients and professional colleagues visit www.rifoundation.org or call (401) 274-4564 for more information and to get on their e-mail list or regular mailing list. And of course, call us if you have any questions about this or other lifetime or testamentary charitable giving opportunities.

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