• Donor Advised¬†Funds
    • Donor Advised Funds allows you to move appreciated stock or cash into a separate account that is titled as your Charitable Fund.
    • The new 2018 tax bill has standard deductions going up and some charitable gifts that might have been deductible in 2017 may not be in 2018. However, in most cases, there is a way to work around this change without losing deductibility of charitable donations by using a Donor Advised Fund.
    • Benefit to you: The year you transfer funds in, you receive a tax deduction for that year for the full amount you transferred in, without having to pay any capital gains on the appreciated stock. You are then able to donate money to Casa Serena or any other organization from the Charitable Fund at any point. The funds that are not donated immediately can be invested for tax-free growth.
    • If you are interested in opening a Donor Advised Fund, or have any additional questions, please contact Lisette Fraser, our Executive Director, at 805-444-8072 or email LFraser@CasaSerena.org