Donor-Advised Funds Offer New Giving Opportunities

If you have clients who are looking for charitable giving opportunities, the AssetMark Giving Fund offers an option that can potentially allow your clients to:

Managing their current taxes with tax-deductible contribution
Build tax-free growth of the donor-advised fund assets
Support their favorite registered charities with grants from the donor-advised account

With a minimum account opening amount of $100,000, and only a $250 minimum for additional contributions, the AssetMark Giving Fund expands legacy building options to more clients.

For more information, click on the links below.

Click here for a recording of AssetMark’s recent webinar.
Click here“Creating a Legacy with AssetMark Giving Fund”
Click here for the AssetMark Giving Fund Overview
Click here for the AssetMark Giving Fund FAQ

TC123724(1021)1

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Donor-Advised Funds Offer New Giving Opportunities

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