A New Way to Plan Your Charitable Giving

At Equius Partners, we believe that Adding Balance to Wealth℠ means exploring and acting on your dreams, your values, and your interests. For many people, this includes thinking about their charitable interests—supporting the issues and organizations they care about.

To help our clients incorporate charitable giving into their overall financial plans, we are pleased to offer them the opportunity to open a donor-advised fund within the Equius Foundation. We feel this charitable vehicle gives you the maximum flexibility—and maximum tax benefits—to fulfill your charitable and financial goals, while maintaining the management of your assets at Equius Partners.

When you open a donor-advised fund with us, you can contribute to your fund at any time and then recommend that grants be made in your name (if you choose) to the issues and organizations you wish to support—wherever they are located.

A donor-advised fund can be created as an endowment, which enables your fund to make grants in perpetuity, or it can be created as an expendable fund, from which grants can be made in any amount at any time.

This kind of fund also offers the most favorable tax deductions available under IRS regulations. These include tax deductions (taken in the year in which you make contributions) of up to 50% of adjusted gross income for gifts of cash and up to 30% of adjusted gross income for gifts of appreciated securities.

By donating appreciated properties to your fund (including real estate and closely held stock), you usually avoid capital gains taxes altogether and can claim the full value of your gift as a charitable donation.

The assets contributed to a donor-advised fund are managed in the same way and by the same people who manage your portfolio at Equius Partners. This provides a continuity and consistency that builds on the trust you have placed with us for your overall financial and investment advice.

You will also have available 24-hours-a-day access to your fund online. You can, for example, track the grants you’ve made, easily recommend new grants, and learn about thousands of nonprofit groups you may wish to support in the future.

We have established the Equius Foundation as a supporting organization of the Marin Community Foundation (MCF), based in Marin County, California. MCF is one of the largest and most sophisticated community foundations in the country, with assets exceeding $1 billion. Our relationship with MCF enables you to benefit from the expertise of their staff to ensure that your charitable contributions effectively meet your goals. MCF handles all administrative aspects of your fund.

To explore how you can achieve your financial and charitable goals through the Equius Foundation, please contact your Equius advisor.