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Give Smart - Easy-Peasy Record Keeping

We are all busy people. Between work and family and all the extras in-between, we all have more than our fair share of paperwork and forms to keep track of in our lives.

We are all busy people. Between work and family and all the extras in-between, we all have more than our fair share of paperwork and forms to keep track of in our lives. The last thing we need is another giving letter or donation receipt to hold on to until tax time.

As friends and followers of the Foundation, you already know that a Donor Advised Fund is a tax-smart way to give back to the charities you love. But did you also know that having an Advised Donor Fund makes your record-keeping a breeze? When you have a DAF at Truman Heartland, we handle all the record-keeping for you and send regular contribution statements. There are no receipts to save or letters to scour over. All you have to do is continue to support charities doing amazing things in our communities, and we’ll handle the rest.

Ready to put your record-keeping woes behind you? Talk to Cole, VP of Advancement, to learn more.



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