News & Events | Give Smart - Donor Advised Funds End Record-keeping Woes | Truman Heartland Community Foundation
 

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Give Smart - Donor Advised Funds End Record-keeping Woes

If you are like most people, the idea of sitting down at your desk writing dozens of checks, making notes, and gathering receipts and records is not your idea of a good time. I think it's fair to say most people could come up with plenty of other activities they would rather do. But as a thoughtful and giving person, you want to be sure the causes you are passionate about continue to receive your support.

If you are like most people, the idea of sitting down at your desk writing dozens of checks, making notes, and gathering receipts and records is not your idea of a good time. I think it's fair to say most people could come up with plenty of other activities they would rather do. But as a thoughtful and giving person, you want to be sure the causes you are passionate about continue to receive your support. So there you sit, hunched over your desk fighting off writers-cramp. But does it really have to be that way? Is there any way to ease your record-keeping hassles?

The answer is a resounding YES! 

When you invest in a donor advised fund at Truman Heartland, we will track your contributions for you and provide you with all the required tax documents. We write the checks to each of your designated charities, keep track of all those receipts, and put all of your documents together for you in one convenient location.

There is also no need for you to spend hours verifying your donations will support qualified charities—those registered as a 501(c)3 organization with the IRS and are working to meet the community's charitable needs. Truman Heartland verifies each nonprofit's eligibility to ensure they remain IRS-qualified public charities in good standing. We do the homework for you. And if you don't have a specific charity in mind, it's no problem. We can pool your giving with other like-minded donors to support a general area of interest. From combating homelessness and hunger to encouraging equity and education, there are hundreds of local nonprofits in need of your support.

Ask us how we can help make your paperwork nightmare go away for good with a Donor Advised Fund. 
 



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