DONOR ADVISED FUND PROGRAM*

Charitable giving is a gratifying way to give back as you achieve success. We offer you the opportunity to establish a tax effective Donor Advised Fund. Our program provides you a structured means to express those philanthropic values and priorities to your favorite causes, as well as family members. We are proud to offer you a high value donor advised fund. Our alignment with BNY Mellon offers low administrative fees** (.60% or less), paired with time-tested principles in donor advised fund investment management. Southwest Florida Women’s Foundation does not charge any additional administrative fees. For more information on charitable giving or donor advised funds, visit: http://fundwomenfl.plannedgiving.org

To open your Donor Advised Fund with a minimum $10,000 deposit, visit: https://bnymelloncharitablegiftfund.org/wfswfl

For additional Information, contact Brenda Tate at:
brenda@FundWomenFL.org or (239) 908-0301
Southwest Florida Women’s Foundation
27911 Crown Lake Blvd. Suite 223
Bonita Springs, FL 34135

What is a Donor Advised Fund? And how does it work?

Your Donor Advised Fund works like a ‘charitable bank account’ – claim a deduction now and decide later when your favorite nonprofits, like the Southwest Florida Women’s Foundation, will receive the funds. You retain control and family influence over your charitable dollars.


** BNY Mellon Donor Advised Fund Administrative Services Fee Schedule

On first $500,000 – 0.60% per annum
On next $500,000 – 0.40% per annum
On next $1.5 million – 0.20% per annum
On the balance 0.10% per annum

* Administered by the BNY Mellon Charitable Gift Fund, a public charity as described in the Sections of 501(c)(3), 509(a)(1) and 170(b)(1)(A)(vi) of the Internal Revenue Code of 1986, as amended, andis eligible to receive tax-deductible charitable contributions under Section 170(c). Administration and investment management for the BNY Mellon Charitable Gift Fund and its underlying accounts are provided through service agreements with BNY Mellon, N.A. makes available investment products to the BNY Mellon Charitable Gifts Fund that are sponsored, distributed, or provided by BNY Mellon, N.A.