Rockefeller Charitable Giving Fund
Beginning with John D. Rockefeller, the Rockefeller family’s commitment to philanthropy has resulted in a legacy of impact that spans seven generations. The Rockefeller Charitable Giving Fund, administered by the American Endowment Foundation (AEF), offers a donor-advised fund option for clients of Rockefeller Global Family Office.
Donor-advised funds are a fast-growing charitable giving vehicle, made popular by their characteristically simplified approach to grantmaking and attractive tax benefits to donors. A donor-advised fund functions as a charitable account that can be invested to generate returns. Tax benefits are realized upon making the donation, and the majority of gifted assets can grow tax-free.
Three easy steps to establish a donor-advised fund with the Rockefeller Charitable Giving Fund, administered by the American Endowment Foundation:
Step 1
Collaborate with your Private Advisor to complete, sign, and submit your donor-advised fund application.
Step 2
Upon approval, your investment account will be established, and your financial advisor will guide you through the process of funding it.
Step 3
Upon completion of all steps, AEF will provide you with access to the online granting portal for making grants to your favorite causes and charities.
Reach out to your Rockefeller Private Advisor for more information.
