Give More. Build a Lasting Legacy.
Maximize your impact with an Impact Fund—the tax-smart way to donate to your local church and charities.
How the Impact Fund Works
GIVE
When you contribute to MortarStone Charitable Trust, you’re eligible for an immediate tax deduction.
Grow
Your contribution is also invested based on your preferences, so it has the potential to grow tax-free while you decide which church or charities to support.
Grant
Because a MortarStone Charitable Trust Impact Fund is a donor-advised fund, you advise us on granting the money out to your church or favorite charities.
Benefits of an Impact Fund
Give more. Build a lasting legacy.
Because you can fund the Impact Fund with cash, appreciated stock or even non-publicly traded assets like private business interests, you can potentially increase your tax savings and give more to the causes you care about most. MortarStone Charitable Trust makes monetizing these assets for charity simple and easy, allowing you to build a lasting legacy.
Take your time to research the charities you want to support
Giving through MortarStone Charitable Trust makes you eligible to claim an immediate tax deduction while taking the time to explore the causes and organizations you want to support. No rushing around, which could take the joy out of giving.
Giving is made easy
An Impact Fund at MortarStone Charitable Trust is an easy-to-create, low-cost, flexible account for charitable giving that is a popular alternative to creating a private foundation. Also known as a donor-advised fund, it’s the fastest growing charitable vehicle in America today.
Is an Impact Fund right for You?
Finding out is simple. Take this short quiz to find out.
Ready to get started?
Opening an Impact Fund is fast and easy, click below to submit your application.
Want more information before opening your Impact Fund?
Contact us to arrange a consultation to discuss your gift planning needs.