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Simplify Your Recordkeeping with a Donor Advised Fund

No one wants to be audited by the IRS, but if it happens, you’ll be at an advantage if you’ve made charitable contributions through a Donor Advised Fund.

Under the new tax law, the IRS is increasing its scrutiny of charitable-contribution deductions that they deem high relative to your income or in comparison to your income peers. And if you happen to be audited by the IRS, they may deny your charitable write-offs if you can’t provide proper records of your contributions.

A Donor Advised Fund at Truman Heartland Community Foundation makes charitable giving recordkeeping easy. We keep all of your giving records in one place. Each quarter, fundholders receive a fund statement (either online or by mail) documenting all gifts, grants and investments made that quarter. Our knowledgeable Foundation staff help you stay organized, so you are ready for tax day.

When you partner with Truman Heartland for your Donor Advised Fund you benefit from our shared resources and join our family of generous individuals who are using their funds to make larger, more intentional charitable contributions.

Ready to Simplify Your Recordkeeping with a Donor Advised Fund?

Download our Donor Advised Fund brochure and discuss this strategy with your professional advisor. You can also make an appointment to meet one-on-one with Shannon Sundberg, our Director of Advancement, to learn more about the benefits of using a Donor Advised Fund at Truman Heartland to support your favorite charities.

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