Giving to the Harris myCFO Foundation, allows you to establish a donor-advised fund which is a flexible and efficient way to benefit charitable organizations important to you.
Although the distributions may be spread out over a number of years, when you create a donor-advised fund, you receive a current charitable income tax deduction in the year the gift is made. As the term "donor-advised" suggests, you may recommend which charities and organizations should benefit from your fund and how your fund assets should be invested — the final decision as to distributions and investments resides with the Board of Directors of the Harris myCFO Foundation.
How it Works
Step 1: Read our Program Guidelines to become familiar with all aspects of the Harris myCFO Foundation DAF.
Step 2: Open an account online, or by fax or mail.
To open an account by fax or mail, complete a Gift Agreement and supplemental paperwork as needed. When setting up an account online or when filling out the Gift Agreement, you will be asked to:
|
