Donor-Advised Fund

Heart for Lebanon is announcing a brand new way to invest by using our Donor-Advised Fund. It is one of the fastest growing tools in the giving world. Best of all it helps us do what we do best – change lives!

With a Heart for Lebanon Donor-Advised Fund you receive an immediate tax deduction for the full amount. You can fund it with cash but appreciated stocks, fund shares, private-company stock, LLP shares, IRAs, real estate and private equity stakes are just a short list of accepted assets that can also be used.

Money that is placed in a Donor-Advised fund must be used to make a charitable grant to the non-profit organization of your choice (No “mulligans” allowed). But there’s no gifting rush. You can start granting out immediately or you can wait months, or even years. While your money remains in your Heart for Lebanon Donor-Advised fund you choose how and when it is invested with other non-profits. There are tax-planning gains you can pocket by using our new Heart for Lebanon donor-advised fund in addition to avoiding capital gains on appreciated assets.

Email us for more details at or call 828-505-8432 and avoid the year-end rush.


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