Cultivating Entrepreneurial Philanthropy
The Johnson Charitable Gift Fund is a public charity qualified by the IRS to
receive tax-deductible charitable gifts. The Gift Fund is sponsored by Johnson
Investment Counsel, Inc., which provides administrative and operational support,
as well as investment management of Gift Fund assets.
The core purpose of the Gift Fund is to facilitate entrepreneurial charitable giving
in flexible and meaningful ways by administering Donor-Advised Accounts and
Endowment Funds. We also assist donors and their families in developing and
implementing family philanthropy plans; these plans guide multi-generational
charitable giving and focus on clear purposes and measured results.
Donor-Advised Accounts: Sophisticated Solutions for
A Donor-Advised Account is a flexible, sophisticated giving tool that allows you to
make charitable gifts and earn income tax deductions when it makes sense for
investment and tax planning purposes. The donor can then select an appropriate
charity and recommend grants be made to that charity. These charitable grants
can be made immediately, or charitable gifts made to the Donor-Advised Account
can be accumulated over time with charitable grants made in the future.
Advantages of Donor-Advised Accounts
Endowment Funds: Perpetual Grantmaking for
An Endowment Fund at the Johnson Charitable Gift Fund will result in a
perpetual stream of annual charitable grants, typically presented in the name of
the endowment fund to honor the donor or family for multiple generations.
Endowment Funds are typically invested for long-term growth, with part of the annual investment return distributed as charitable grants, and part of the return
retained in the Fund so future distributions may increase with long-term inflation.
Advantages of an Endowment Fund:
- Perpetual support for a favored purpose or charity
- Flexibility to support specific charities or broader purposes
- Perpetual recognition of the donor or family
The Johnson Charitable Gift Fund is sponsored by Johnson Investment Counsel, Inc. If you
have questions or want to learn more about our Donor-Advised Accounts or Endowment
Funds, please contact one of our expert team members for more information.
For more information about the Johnson Charitable Gift Fund, please call Marcy
Gruen or Sheila Adika at 513.389.2767, or contact your Portfolio Manager.