A donor-advised fund is an economically attractive alternative to a private foundation and an excellent opportunity to involve you and your family in a long-term charitable giving plan.
You may generally establish a donor-advised fund with Colgate simply by signing an agreement and then making a contribution to the fund. You will receive a charitable income-tax deduction for the value of your initial contribution to the fund. You may serve, or may designate another person to serve, as the fund advisor and make grant recommendations to Colgate. These grant recommendations are nonbinding and will be subject to our review. Based on the size of the fund, a certain portion of the grants may be required to be distributed to Colgate.
Contact Us
Andrew M. Coddington
Associate Vice President, Office of Advancement
Director of Planned Giving
(315) 228-7450 acoddington@colgate.edu
The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to Colgate. We would be pleased to discuss, in confidence, ways in which you may support Colgate. These measures may also have an impact on your estate planning.