Advantages for Your Clients
Your clients can have the convenience of giving through the Program for Charitable Giving, the only donor-advised fund offering T. Rowe Price-managed investments and all these features:
- The flexibility to donate cash or securities.
- An immediate tax deduction for the year in which a donation is made.
- Avoidance of capital gains taxes on gifts of long-term appreciated securities.
- The opportunity to give more over timethrough the potential growth of donor contributions.
- Choice of six investment pools, professionally managed by T. Rowe Price, a firm known throughout the industry for its investment management excellence and world-class service.
- Relief from expenses and legal issues associated with setting up and maintaining a private foundation.
- Freedom from excessive paperwork and recordkeeping.
- Ability to create a charitable legacy by naming successors or beneficiary organizations to the account.
