The T. Rowe Price Program for Charitable GivingSM is a national donor-advised fund that helps you simplify your giving and maximize your tax savings through one convenient account.

A Quick Guide to the Program for Charitable Giving

The chart below shows how easy it is to support your favorite charities through your Program account. Once you establish your account, the assets are invested until you're ready to make a grant recommendation.

Step 1   Establish Your Account

You make an irrevocable contribution of $10,000 or more to establish your account. You can use cash or donate your long-term appreciated securities and pay no capital gains taxes.

Step 2   Receive Current-Year Tax Deductions

Your donation is fully deductible (up to allowable IRS limits) for the tax year when it is made. Deductions can be carried over to the next tax year and beyond.

Step 3   Invest Your Contributions

Your contribution is invested for
potential growth until you make grant recommendations. You can choose from six investment pools managed by T. Rowe Price.

Step 4   Recommend Grants

You can recommend grant distributions of $100 or more to your favorite charities from your account whenever you like.

Step 5   Distribution to Charities

The Program sends a check with a letter to the qualified charities that you have recommended.