DONOR-ADVISED FUND

Donor-Advised Fund 

Donor-advised funds provide you with a simple, flexible and tax-efficient giving opportunity. Receive an immediate tax deduction when you deposit cash or proceeds from appreciated assets into a single charitable giving account. Then, recommend grants be made to Positive Options and your other favorite charities at a time that works best for you. 
Through Positive Options’ membership with 
Barnabas Foundation, you have complimentary access to the “Stewards Fund,” a donor-advised fund that reflects your biblical values. 

 

Benefits of Using the Stewards Fund

 

• Timing. Receive an immediate tax deduction at the time you make
  a gift into the Stewards Fund. Then, at a time that works best for
  you, advise Barnabas Foundation how you wish your gifts to be distributed to Positive Options and other ministries close to
  your heart.
   

• Flexibility. Grants can be requested at any time of the day using Barnabas Foundation’s convenient online grant system. You may choose to give in one-time or recurring increments, and you may choose to designate your gift to meet specific organizational needs at Positive Options.
   

• Simplicity. Simplify your giving and record-keeping by making all gifts of cash, stocks or appreciated assets from a single account.
   

• Privacy. You can choose to make any or all grants to Positive Options anonymously. 
   

• Expertise. Benefit from the knowledge and expertise of Barnabas Foundation staff who will manage and liquidate your non-cash
  asset gifts.
   

•  Cost-effective. Many families choose to use their Stewards Fund account as a cost-effective alternative to establishing a private foundation. 

 

Learn More: To learn more about setting up a Stewards Fund account or other smart and powerful giving options. Call Marilyn at 616.396.8127 ext. 250  or email marilyn.cudahy@lpcenters.com