corporate advised funds

considering a corporate advised fund

what is a corporate advised fund?

Corporate advised funds are a simple, flexible, and tax efficient vehicle for companies to give to their charities of choice. By partnering with Horizon Community Foundation, companies can receive a tax deduction for their gifts when made, but they can recommend grants at any time, either immediately or in the future. These types of funds are less expensive than establishing a corporate foundation, are easier to administer, and offer more flexibility. Companies can choose the name of the fund and can opt to remain anonymous when making a donation.

A corporate advised fund is a way for individuals and organizations to centralize their giving strategies and outsource the financial portion of those efforts to a team of experts. Donations to a corporate advised fund can take many forms, including cash, stocks, bonds, insurance, and real estate.

For more information on creating a corporate advised fund, contact:

Nancy Grayson, President & CEO
ngrayson@horizoncfnky.org | 859.757.1552