Establishing a Donor Advised Fund

Steps to Establishing a Donor Advised Fund with The American Ireland Fund

A Donor Advised Fund with The American Ireland Fund gives you the greatest giving flexibility and maximum tax benefits without the burden of administrative details. It is truly a strategic approach to philanthropic giving.

We offer three donor advised fund options to match your philanthropic goals:

Unrestricted Fund

Unrestricted funds are not restricted by their donors to any one purpose. They are used in the best judgment of The Ireland Fund’s Board of Directors to meet Ireland’s most pressing problems. These are the most flexible funds and, in many ways, the most responsive to changing needs.

Field of Interest Fund

Field of interest funds have been established to support particular fields or geographical areas that are of interest to donors.

Donor Recommended Fund

Donor recommended funds are established by donors who wish to be actively involved in choosing which organizations receive grants from their funds. The Board of Directors considers each donor’s recommendations concerning specific charities or fields of interest.

As your philanthropic goals may change over time, The American Ireland Fund provides you with the flexibility to alter your fund options at any time you wish.

Each Option has:
  • Its own name, often that of the donor or donor’s family, occasionally that of a memorialized individual or other title reflecting its origin and objectives.
  • Its own stated philanthropic purpose; in many cases unrestricted support for charitable organizations in Ireland, north and south. In other cases the purpose is a more defined geographic focus or charitable field of interest.

Getting Started
  • Name your fund or choose to make your fund anonymous
  • Choose the type of fund you want: unrestricted, field of interest, or donor recommended
  • State your fund’s philanthropic interests
  • We can work with your tax, financial, or legal advisor (if desired) to structure a fund that meets your financial and philanthropic goals
  • We will handle all administrative details in setting up and managing your fund

Make a gift
  • $10,000 minimum
  • Choose from a wide variety of asset types from which to make your gift: cash, stocks, life assurance, property
  • Receive a tax deduction
  • You and your family or friends can add to your fund at any time

Make grants to charities that matter to you
  • Recommend grants from your fund to any registered charity in Ireland, north and south
  • You can take a portfolio approach to giving and distribute your philanthropic “pie” to a variety of causes
  • Choose whether to make a grant anonymously
  • We can help you to pursue your philanthropic interests by identifying charitable organizations that use grants in efficient and effective ways
  • We ensure that all charitable organizations receiving a grant from your fund are compliant with charities legislation
  • We provide ongoing reports on the organizations that you support

Make a difference
  • Tap into our expertise in grant making and community issues
  • Build an enduring legacy of philanthropy
  • Engage multiple generations
  • Learn about emerging issues and effective charitable giving strategies

Additional Ways to Give

The American Ireland Fund can help you identify the best options to realize your philanthropic vision.  In addition to bequests, there are many other tax-efficient options to choose from: 
  • Cash Gifts 
  • Wills and Bequests
  • Gift of Securities 
  • Real Estate  
  • Gifts of Life Insurance 
  • Life Income Gifts  
  • Gifts of Personal Property, Such as Art Work, Rare Books, etc.

For advice in relation to tax planning, we recommend you consult a professional tax advisor to ensure you can maximize your generosity to The American Ireland Fund.

The American Ireland Fund is a tax-exempt organization, incorporated under the laws of the United States and has been determined by the IRS to be a public charity under section 501(c) (3) of the Internal Revenue Code. The American Ireland Fund’s tax ID # is 25-1306992

For more information on making a lasting gift to The American Ireland Fund please contact
Tom O’Leary - Chief Operating Officer
The American Ireland Fund 
211 Congress Street, 
10th Floor 
Boston, MA 02110 
T – 617-574-0720 
F – 617-574-0730