Donor Advised Funds: A Smart Way for Organizations and Employees to Give Back
Organizations looking to give, grow and do good are increasingly exploring the benefits of workplace charitable giving programs.
Related Stories
Discover more unique perspectives to motivate your employees and fuel your business.
1 Double the Donation, 2024. “16 Impactful CRS Statistics Charitable Companies Should Know,” by Adam Weinger.
2 Double the Donation, 2024. “16 Impactful CRS Statistics Charitable Companies Should Know,” by Adam Weinger.
3 This deduction is only available if a donor elects to itemize their deductions.
4 Corporate DAFs have a $100,000 minimum donation. Contributions are eligible for a tax deduction only in circumstances where the taxpayer itemizes deductions. Tax deductions for charitable contributions are subject to certain limitations.
5 Morgan Stanley at Work, 2024. “Charitable Giving Investment Options.”
The Morgan Stanley at Work Charitable Giving Program leverages the Morgan Stanley Global Impact Funding Trust, Inc. (“MS GIFT, Inc.”), which is an organization described in Section 501(c) (3) of the Internal Revenue Code of 1986, as amended. MS Global Impact Funding Trust (“MS GIFT”) is a donor-advised fund. Morgan Stanley Smith Barney LLC provides investment management and administrative services to MS GIFT.
The Morgan Stanley Global Impact Funding Trust, Inc. (“MS GIFT, Inc.”) is an organization described in Section 501(c) (3) of the Internal Revenue Code of 1986, as amended. MS Global Impact Funding Trust (“MS GIFT”) is a donor-advised fund. Morgan Stanley Smith Barney LLC provides investment management services to MS GIFT. Back-office administration provided by RenPSG, an unaffiliated charitable gift administrator.
While we believe that MS GIFT provides a valuable philanthropic opportunity, contributions to MS GIFT are not appropriate for everyone. Other forms of charitable giving may be more appropriate depending on a donor’s specific situation. Of critical importance to any person considering making a donation to MS GIFT is the fact that any such donation is an irrevocable contribution. Although donors will have certain rights to make recommendations to MS GIFT as described in the Donor Circular and Disclosure Statement, contributions become the legal property of MS GIFT when donated.
The Donor Circular and Disclosure Statement describes the risks, fees and expenses associated with establishing and maintaining an MS GIFT account. Read it carefully before contributing.
This material may provide the addresses of, or contain hyperlinks to, websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk, and we shall have no liability arising out of, or in connection with, any such referenced website. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC, Member SIPC.
CRC#4227614 (02/2025)