Charitable giving is often an important component of financial, tax, and estate planning. Creating a strategic charitable giving plan can help maximize your tax benefits and reduce your record-keeping burden. A Stifel Donor-Advised Fund allows you to focus on making an impact on the causes you care most about.

• A donor-advised fund is a simple, flexible, tax-efficient way to manage charitable giving.
• Donors receive an immediate tax deduction for contributions into their Stifel Donor-Advised Fund.
• You will enjoy choosing a meaningful, personalized name for your fund, connecting you with your giving for years to come.
• Contact us to learn more details around Stifel Donor-Advised Funds

You can maximize your charitable dollars and receive tax-related benefits through a Stifel Donor-Advised Fund from Stifel Charitable, Inc.

• Contributions to a Stifel Donor-Advised Fund are tax deductible to the maximum extent allowed by law. We will issue a tax receipt for each donation to a fund.
• Contributions to funds are invested, and the growth is tax free.
• We can accept donations of cash, publicly traded securities, and complex assets, including business interests, life insurance policies, and real estate.
• Cash gifts are a great place to start, but donations of appreciated assets (held longer than one year) to a Stifel Donor-Advised Fund often provide the additional benefit of avoiding long-term capital gains tax.
• Contact us for a detailed example.

Thomas A. Ruder
Senior Vice President/Investments

Bryan A. Ruder, CFP^®, MSPFP, CRPC^TM, AWMA^TM, AAMS^TM, AIF^®, MPAS^TM
First Vice President/Investments