Johnson Charitable Gift Fund

A Sophisticated Solution for Charitable Giving
The Johnson Charitable Gift Fund is a public charity qualified by the Internal Revenue Service under Section 501(c)(3) to receive charitable gifts, tax-deductible to the fullest extent allowed by law. The Gift Fund offers Donor-Advised Accounts, Endowment Funds and Memorial Funds. 

What is a Donor-Advised Account?
A Donor-Advised Account is a means of charitable giving which enables you to invest accumulated contributions, allowing the funds to grow over time.

A Donor-Advised Account provides a flexible, sophisticated giving tool that allows you to make charitable gifts and receive income tax deductions when it makes sense for you. It also allows your ongoing charitable giving to be simply and efficiently integrated into your wealth management and planning.

Advantages of Donor-Advised Accounts

  • Low minimum contributions
  • Easy setup process
  • Cost efficient structure
  • Immediate tax benefits
  • Ability to give anonymously
 

Establishing a Donor-Advised Account

1.) Complete and return a short Account Application.

2.) Fund the account with a minimum contribution of $1,000 in cash or securities.

Once funded, you may begin recommending grants to any qualified public charity by submitting a Grant Recommendation Form.

For further details, please refer to the Program Circular.

Charitable Gift Fund Forms

Program Circular
Account Application
Contribution Form
Grant Recommendation Form
 
Copyright © 2010 Johnson Investment Counsel, Inc. All rights reserved. | 800.541.0170 Contact Us | Privacy Policy | Client Login