Charitable Gifting

Donor Advised Fund

In the United States, a donor–advised fund is a charitable giving vehicle administered by a public charity created to manage charitable donations on behalf of organizations, families, or individuals.

Just Advisors can help you make tax -efficient donations to charity each year. Even if you do not have a charitable project in mind the donation will be held in a donor advised fund administered by a public charity. The donor advised fund can be conservatively invested and continuously managed by Just Advisors. We will invest your annual donations until it is time to give them to the charitable causes you choose to support down the road.

Tax Free Charitable Transfers from IRAs

Turn your individual retirement account into a tax-saving charitable gift

The Pension Protection Act of 2006 permitted individuals 70 1/2 and older to roll over up to $100,000 from an IRA directly to a qualifying charity without being taxed. On December 18, 2015, the PATH Act was signed into law, making permanent this unique charitable giving opportunity.

A single person (70 1/2 and older) can transfer $100,000 tax-free annually. A married couple (70 1/2 and older) can transfer up to $200,000 tax-free, over the same period, from separate accounts.

Feel free to donate to the causes you choose, and allocate the funds when the time is right We will help you to reach your charitable gifting goals with your financial plan and taxes in mind.

Click here to see the charitable projects we support: https://just-advisors.com/corporate-social-responsibility/

Additional information about Just Advisors, Inc. is also is available on the SEC’s website at www.adviserinfo.sec.gov

Just Advisors, Inc. is a registered investment advisor firm (iard/crd# 148512)