A simpler alternative to a private foundation

Harris understands that the decision to donate to charity can demand a great deal of your time and resources. With that in mind, the Harris Charitable Fund Program allows individuals who are looking for simplicity, flexibility and efficiency in charitable giving to establish a Harris Charitable Fund Program Donor-Advised Fund (DAF) at the National Philanthropic Trust. Harris has worked in collaboration with the National Philanthropic Trust (NPT) to establish the Harris Charitable Fund Program, a donor-advised fund program that is administered and sponsored by the National Philanthropic Trust, a 501(c)(3), an independently operated public charity serving a national constituency.

Opening a DAF allows you to make a gift today and potentially receive immediate tax and estate planning benefits. Yet the distribution to charitable organizations can be spread over many years. And, as the term “donor-advised” suggests, you can recommend which charities and organizations should benefit from your donor-advised fund and how your donor-advised fund assets should be invested.

For more information about opening a DAF under the Harris Charitable Fund Program, please contact Claudia Sangster, Director, Philanthropy Services, at Harris myCFO, Inc. at (310) 407-1141 or the Harris Charitable Fund Program’s philanthropic professionals at NPT directly at 888-344-3454.

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This summary is not intended to be tax or legal advice and cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. This summary is being used to support the promotion or marketing of the transactions discussed herein. The taxpayer should consult an independent tax advisor.

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