International grantmaking
Facilitate client giving to organizations around the world with tax-deductible international grantmaking.
Last updated
Facilitate client giving to organizations around the world with tax-deductible international grantmaking.
Last updated
If your client wishes to support a charity that operates outside of the U.S., there are several ways to do so with their giving account through your firm's giving platform:
If the charity has a U.S.-based entity or fiscal sponsor, your client can recommend a grant from their giving account to that organization and designate the gift for the international branch.
If the charity does not have a tax-deductible U.S. donation process, Charityvest for Advisors has partnered with TrustBridge Global to facilitate international grantmaking for a fee.
As an advisor, you can support your clients who are looking to make international grants by requesting to partner with Charityvest for Advisors international grantmaking partner, TrustBridge Global.
TrustBridge Global is a foundation with collaborative relationships around the world, enabling them to professionally manage and deploy charitable giving internationally. With TrustBridge Global, your clients can feel confident knowing that their gift will be delivered safely and efficiently.
Recommend your client's international charity to the TrustBridge Global network. Submit the recommendation form on behalf of a client to add their charity to TrustBridge. If the charity is not one of the 800+ organizations already vetted by TrustBridge, there will be a $150 assessment to initiate due diligence for charity certification, which may be paid from your client's DAF.
TrustBridge Global performs due diligence to make your client's charity eligible. TrustBridge will work with your client's charity to complete a streamlined application, ensuring that the organization is properly vetted and able to receive your client's gift while preserving tax deductibility.
Invite your client to make a grant from their giving account to TrustBridge Global. Upon confirming charity eligibility, your client will need to recommend a grant to TrustBridge International Generosity Foundation (EIN 84-3754469). They will need to include the charity name in the grant “Purpose” field. Once received, TrustBridge will deliver the funds to the charity, less an assessment of $300 or 1% of the grant amount, whichever is greater.
If you are interested in facilitating an international grant via TrustBridge on behalf of a client:
Log in to your advisor account Dashboard.
Select the Philanthropic Services tab on the left-hand menu bar.
Select the I’m interested button under the International grantmaking section.
Review the step-by-step process overview. Click the Get started button. You can also click to view the 1-pager for more information about TrustBridge Global.
Complete the form details to initiate an introduction to the TrustBridge Global team. You will need to select your client from the dropdown list and answer the following questions:
What is the name of the international charity?
Where is this charity located?
What is the best way to contact somebody at this charity?
How much does your client plan to give to this organization in the next 12-18 months?
Additional information or questions.
Based on your entry for How much do you plan to give to this organization in the next 12-18 months? we will automatically estimate the fee in accordance with the TrustBridge fee structure.
Click Submit to TrustBridge to submit. We will share your inquiry with the TrustBridge team along with a summary of responses to you and your client for reference.
TrustBridge Global will follow up directly to help you get started.
While there are no minimums for international grants, we find that a total grant value of >$5,000 is typically the best fit, given the associated costs.
Depending on the charity, partnering with TrustBridge Global to initiate an international grant may include the following fees:
$150 for an annual charity certification (if needed).
1% fee per grant assessment (minimum fee amount: $300).
$25 per grant for wire transfer to charity.
If preferred, clients can independently request to work with TrustBridge Global on international grantmaking.
Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest (support@charityvest.org) for platform-related matters.
