Smithsonian Institution

Donor Advised Funds

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© The Stelter Company | The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Office of Gift Planning 1000 Jefferson Drive, SW, 4th Floor PO Box 37012 MRC 035 Washington, DC 20013-7012 888-419-7584 legacy@si.edu Legal Name: Smithsonian Institution Tax ID: #53-0206027 The Gift Planning Team Rachel Eichhorn, Manager of Estate Administration Dana Kaufman, Gift Planning Officer Melissa Moore, Advancement Associate Sarah Sosa-Acevedo, Gift Planning Officer Kay Tuttle, Gift Planning Officer JJ van Haelewyn, Director • Tax advantages: You may receive an income tax deduction as allowed by law in the year you transfer the funds into your Fund. • Competitive fees: There is no cost up front to establish a Smithsonian Donor Advised Fund. The overall fees are competitive with other funds. • High-quality investment options: The Smithsonian Donor Advised Fund is a fund within the BNY Mellon Charitable Gift Fund. The Charitable Gift Fund and its offerings include traditional, ESG and index-based strategies. • Ability to assign alternate advisers: You may appoint a family member to make disbursement decisions on your behalf during your lifetime. In some circumstances you may also appoint a successor adviser after the donor's lifetime. • Ease and flexibility: The Smithsonian Donor Advised Fund provides an easy and flexible way to benefit the Smithsonian and other favorite charities from one account. WHAT ARE THE REQUIREMENTS AND FEES? • Minimum initial contribution: $100,000 • Distribution requirement: At least 50 percent of all distributions must be to the Smithsonian Institution. • Minimum distribution: A single distribution to any one organization must be at least $250. • Termination: The fund terminates at the demise of the donor or—if the donor has a successor adviser—upon the death of the adviser. • Fees: A combined investment and administrative fee is charged to each account. If you would like more information on setting up a donor advised fund to support organizations important to you, such as the Smithsonian, please contact us today. CONSIDER A SMITHSONIAN INSTITUTION DONOR ADVISED FUND

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