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Establishing a Legacy Using
iShares Charitable Giving Program A Sensible Way for Giving Back After years of hard work and sound investing, you may be looking for effective ways to share your good fortune with others. With the iShares Charitable Giving Program (CGP) you can incorporate philanthropy into your overall financial plan and establish a sound and permanent financial legacy. The iShares CGP is a charitable giving vehicle known as a donor-advised fund wherein an individual or family makes an irrevocable contribution of personal assets to a public charity, and at any time thereafter can recommend grants to charitable organizations*. The donor-advised funds provide highly attractive tax benefits, and individuals face none of the administrative responsibilities that many other forms of charitable giving entail such as annual IRS filings. The iShares Charitable Giving Program was developed to make philanthropy simple, easy – and most importantly, rewarding for you and your family. And using iShares ETFs gives you low cost, transparent, flexible investment vehicles to help meet your philanthropy goals. Just one more example of how iShares Funds can provide solutions for your investment needs. * The iShares CGP is offered in partnership with National Philanthropic Trust (NPT), an independent public charity. The iShares CGP is subject to the terms and conditions of NPT's articles of incorporation and bylaws. NPT's Board of Trustees and BlackRock, Inc. reserve the right to modify the iShares CGP at any time. |
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Get Started
Speak with a Charitable Giving Program expert about establishing your donor-advised fund today. Call 1.888.675.8383 Or fill out an application and contribution form online and an iShares CGP expert will contact you. Start Online Application Returning Users Log Into Your Account |
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Introductory Brochure for Individual Investors Learn how to establish a financial legacy and share your good fortune with others with iShares CGP. |
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Donor Frequently Asked Questions Find answers to your questions about donor-advised funds and the benefits of the iShares Charitable Giving Program. |
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Investment Options & Descriptions Your investment options in the iShares CGP |
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How to Make a Contribution Types of contributions, required forms and transfer information |
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Deadlines for Year-End Contributions Deadlines and process for your contributions |
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iShares CGP Guide Provides a comprehensive overview of the Program's policies, procedures, and guidelines |
Carefully consider the iShares Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by viewing or downloading a prospectus. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
iShares transactions may result in record-keeping fees, but the savings from low annual management fees can help offset these costs. Other charitable administration fees may apply.
The iShares Funds ("Funds") are distributed by SEI Investments Distribution Co. (SEI).
The iShares CGP is offered in partnership with National Philanthropic Trust (NPT). As per IRS regulations, contributions to NPT are irrevocable, and NPT retains exclusive legal control over contributed assets. NPT has final approval over all donor grant recommendations.
Neither SEI, nor any of its affiliates, are affiliated with the companies listed above.
Neither BlackRock Institutional Trust Company, N.A. and its affiliates nor SEI and its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
©2010 BlackRock Institutional Trust Company, N.A. All rights reserved. iShares® is a registered trademark of BlackRock Institutional Trust Company, N.A. All other trademarks, servicemarks or registered trademarks are the property of their respective owners.
Investing involves risk, including possible loss of principal.
iShares transactions may result in record-keeping fees, but the savings from low annual management fees can help offset these costs. Other charitable administration fees may apply.
The iShares Funds ("Funds") are distributed by SEI Investments Distribution Co. (SEI).
The iShares CGP is offered in partnership with National Philanthropic Trust (NPT). As per IRS regulations, contributions to NPT are irrevocable, and NPT retains exclusive legal control over contributed assets. NPT has final approval over all donor grant recommendations.
Neither SEI, nor any of its affiliates, are affiliated with the companies listed above.
Neither BlackRock Institutional Trust Company, N.A. and its affiliates nor SEI and its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
©2010 BlackRock Institutional Trust Company, N.A. All rights reserved. iShares® is a registered trademark of BlackRock Institutional Trust Company, N.A. All other trademarks, servicemarks or registered trademarks are the property of their respective owners.
© Copyright 2010
