Family Giving Account

Name: Stewardship
Price range: $$

The most efficient way to give for families who donate at least $20,000 a year.

If your general investing account has $100,000 or more, this often overlooked tool is powerful.

schedule an appointment

Or give us a call at 602-384-2604

IMMEDIATE
TAX BENEFITS

AVOID CAPITAL
GAINS

INCREASE FAMILY ENGAGEMENT

Giving directly from cash flow or a normal savings account limits financial and family impact.

Missing out on tax benefits
Tracking down donation receipts
No investment account growth

Giving without family engagement
Reduce long-term giving potential
More administrative work

A Family Giving Account makes charitable donations easy, impactful, and strategic.

Speak with an advisor

What is a Family Giving Account?

Stewardship’s Family Giving Account, a Donor Advised Fund (DAF), works like a charitable checking account managed by a nonprofit sponsor. You can contribute funds, receive immediate tax deductions, choose how the money is invested, and recommend grants to your favorite charities whenever you choose.

An Inc. 5000 and Financial Times Fastest Growing Company in America

Stewardship Financial as an entity is not a CFP®️ Professional. Brian Ream is a CERTIFIED FINANCIAL PLANNER™️ Professional. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Why choose a Family Giving Account?

While not for everyone, DAFs can be a great way for people who want to support charities to have a bigger impact and enjoy tax benefits.

Generosity at Your Fingertips: Manage all your giving from any device, reducing paperwork and making the biggest possible impact.
Immediate Tax Benefits: Claim a tax deduction for the full amount contributed to your account, even if you choose to distribute funds to charities later.
Investment Growth: Contributions can be invested and grow tax-free, potentially increasing the value of your future donations.
Streamlined Tax Season: Simplify tax reporting with one tax receipt for your contributions, even if you distribute funds to multiple nonprofits.
Bundling Benefits: Bundle donations in one year for a higher tax deduction, then distribute gradually while still providing continuous support.
Avoid Capital Gains Tax: Donate appreciated assets to avoid capital gains taxes.
Ability to Donate Complex Assets: Contribute appreciated securities, mutual funds, real estate, or business interests while maximizing tax deductions.
Flexibility in Giving: Choose when and which charities to support, allowing for thoughtful and strategic planning.
Simplified Administration: Manage your giving through one account and eliminate the hassle of individual donation receipts.
Family Engagement: Involve your family in charitable decisions and legacy building by granting access and naming Successor Advisors.
Maximized Community Impact: Access support from experts to align your giving with impactful community investment opportunities.
Easy to Establish: Start quickly with guidance from our experts or your financial advisor.
Managed by a Financial Advisor: Your account is managed and can be invested to grow tax-free, increasing funds for future giving.

Open an Account

Or send us an email at home@stewardship.pro.

Who is a Family Giving Account for?

A Family Giving Account is ideal for those with a general investing account separate from their retirement accounts, as it maximizes tax benefits and investment growth for impactful giving.

Speak with an advisor

Or you can send us a text or give us a call at 602-384-2604

Online access for you and your family.

At Stewardship, you have 24/7 online access to your Family Giving Account to make contributions, grants, and share adjustable access with family members.

How it works: OpenContributeGrant

Open an Account

Schedule a free appointment to see if a Family Giving Account is right for you and to get started.

Make Contributions

Contribute cash, appreciated securities, or complex assets, and receive immediate tax benefits.

Recommend Grants

Recommend grants to your favorite nonprofits from any device or collaborate with family members to make grants.

Schedule An Appointment

Or give us a call at 602-384-2604

Your Team of Advisors

Jake NortonFinancial Advisor and Founder

Brian ReamCERTIFIED FINANCIAL PLANNER ™️ Professional

Donna RivitusoCustomer Experience Manager

Schedule An Appointment

Or give us a call or text at 602-384-2604

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