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...Donor Advised Fund...

The Tompkins Charitable Gift Fund Donor Advised Fund is an investment that provides a cost-effective, tax-efficient, and convenient way to support your favorite causes. The Fund provides immediate tax benefits but also preserves your ability to support your favorite charities on a flexible timetable.

Contributions to the Fund are eligible for current year tax deductions, but also remain available to you for giving in the future. Your contributions have the potential to grow in managed investment pools, allowing you to make a greater impact on your favorite causes over time.

Your Donor Advised Fund requires less paperwork and offers more tax advantages than a private family foundation. Reporting donation for tax purposes is easier, eliminating the need to sort through a year's worth of charitable receipts.

Donor Advised Fund Cumulative Total Returns
as of September 30, 2007
  3Q 9 Month 2006 2005 2004
Growth Pool 2.72% 10.76% 10.83% 23.36% 58.11%
   Composite 2.02% 9.02% 15.52% 31.32% 68.21%
Growth w/Income Pool 0.86% 5.51% 9.95% 20.92% 44.18%
   Composite 2.42% 7.07% 10.76% 22.76% 40.74%
Gift Preservation Pool 0.68% 2.41% 3.26% 4.75% 7.46%
   Composite 1.74% 4.19% 4.58% 6.37% 13.25%

Tompkins Charitable Gift Fund investments are not deposits or other obligations of,
and are not guaranteed by Tompkins Trust Company or its affiliated banks, and are
 subject to investment risks including possible loss of the principal amount invested.

Donor Advised Fund Information:

How It Works
Investment Options
Grantmaking Privileges
New Account Forms

Charitable Gift Funds:

"The first new vehicle for organizing giving by individuals directly to charity since the Tax Reform Act of 1969."

- Paul Schervish, Boston College Center on Wealth and Philanthropy

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