Advisor Resources | Catholic Community Foundation

Bunching happens when taxpayers “combine multiple years of ‘normal’ annual charitable contributions into a single year.” During the years in which bunching occurs, the charitable deduction combines with other itemized deductions to increase the likelihood of the taxpayer exceeding the standard deduction.

See a DAF Bunching Example

DAFs as part of the Gifting Strategy

As families think about their overall gifting strategy, Donor Advised Funds have come to light as a useful tools.

Contributing to a DAF is a donation to charity, so it is not subject to gift tax and estate tax limits.
If the gift is made now, it could also provide income tax incentives.
Gifting a DAF to a child/grandchild keeps money “in the family” and encourages charitable giving in the next generations

CCF DAF Info

Simplify Estate Gifts

The Foundation’s Family Charitable Legacy Plan (FCLP) is a simple set of instructions for distributing estate gifts to charity. Utilize our “single beneficiary strategy” so the client names only CCF in the trust/estate documents. The client executes a separate form with us which names all the beneficiaries, contingencies, etc. When your client inevitably wants to make a change, they change only the FCLP document – no need to rework the trust!

See how it works

Philanthropy Primer

Do you have clients who…

are interested in philanthropy but don’t know how to get started?

want to have a “plan” and be more strategic and intentional with their giving?

The Foundation put together the Philanthropy Primer with questions and conversation starters for clients like those described above. This tool will help your clients begin creating a long-term vision and plan for their philanthropy.

Download the Primer

Our Services

Family Funds

Donor Advised Funds >

Donor Advised Funds (DAFs) offer flexibility in your clients’ charitable giving. We provide information about opportunities to meet needs in our community. Your client moves money to a DAF for an immediate tax deduction and then decides later which charities they wish to support.

Family Endowed & Non-Endowed Funds >

Custom Family Funds allow individuals and families to support the organizations and programs that they love, either permanently or with a custom granting timeline. The Foundation provides family name remembrance with grants, protection of intent, variance power for the donor, and more.

These funds are eligible for QCDs from retirement assets.

Legacy Planning Services

Family Charitable Legacy Plan >

We can be your clients’ partner in defining and implementing a charitable gift through their estate plan. We make donating to charity after one’s lifetime simple for both the advisor and the client. Read more about our Family Charitable Legacy Plan to see how our “single beneficiary strategy” works.

Institutional Funds

Designated & Purpose-Driven Funds >

Your clients may donate to an existing fund or create a new fund for a specific organization/program or area of work. These funds are open to donations from the public.

See our full list of Designated & Purpose-Driven Funds here >

Articles for Professional Advisors

Capstone Advisor Session 2024: Three Perspectives on the Charitable Conversation

* The Catholic Community Foundation does not provide legal advice or services and requests that all potential donors seek the services of a professional advisor prior to making a gift.

Advisor Resources and Ideas

Tax Information

Additional Documents

Download Our Fund Agreements:

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Ideas for your Clients

"Bunching" with a Donor Advised Fund