Donor-Advised Funds

A Donor-Advised Fund (DAF) is a simple giving account that is easy, tax smart and fast to set-up. We handle all the administration and documentation so that you can focus on giving.

You receive tax benefits at the time you make a gift to your Fund and can use your Fund to make grant recommendations to nonprofit organizations at any time through our online portal. We can also help you evaluate nonprofits and determine the most effective organizations working on issues you care about.

Four Easy Steps to Get Started

1. Name your fund. (You can choose your level of privacy with each grant you make.)
2. Determine the amount of your establishing gift & what asset will you use to establish your fund. (Minimum is $25,000 and you can use cash, appreciated stock or real estate, or other assets.)
3. Choose your investment pool. (Regardless of investment choice, we keep liquidity so you can make grants at any time.)
4. Name family or friends as successor advisors, if you wish.

More Details on Donor-Advised Funds

TAX SMART ADVANTAGES

• Gifts to DAFs benefit from the most favorable charitable tax treatment in the year that you need the deduction.
• Gifts of cash made in 2023 are tax deductible up to 60% of your adjusted gross income after taking into account other contributions subject to charitable contribution limitations.
• Noncash assets held for more than a year are tax deductible up to 60% of your adjusted gross income.
• You may grow your charitable assets tax free in one of our investment pools.
• You bypass paying federal capital gains and state income taxes on the appreciated portion of the gift.
• Giving to your DAF makes your record keeping easy – one tax receipt.
• Great for “bunching” gifts to exceed new standard deduction.

FOCUS ON THE JOY OF GIVING

• Your DAF allows you to give when the time is right (even if you need the deduction now).
• Make grants to any qualified public charity in the U.S. (International grants are possible. Additional restrictions and costs will apply.)
• We handle all the paperwork, due diligence & payments.

GIVING OPTIONS

• Preserve your privacy or be recognized for your grants.
• Name your DAF as you wish.
• Involve your family in charitable giving if you choose—family or friends can be named as successor advisors.

GIVE YOUR ESTABLISHING GIFT

We do not require a minimum balance after the fund is established. The minimum gift to establish a Donor-Advised Fund is $25,000. You may give by credit card, wire or stock transfer or a check. A Foundation Support Fee enables us to serve both our donors and our community well. It varies according to fund type and size and covers all costs associated with fund support and administration.

MAKE GRANTS WHEN YOU ARE READY

You may use our Donor Portal to make gifts at any time of $250 or more. We typically get funds out to nonprofits in less than three days. If you are looking for new ideas on how to make an impact, DAF holders can benefit from our nearly 40 years of philanthropic expertise, extensive knowledge of the nonprofit community, and experience advancing solutions to local issues.

Corporate and Foundation Giving Through A Donor-Advised Fund is Easy

Your company or foundation can achieve significant impact through grants to nonprofits. We manage the fund administration, investments and vetting of the nonprofits for you. Our staff is also available to partner with you to design your program in a way that is uniquely tailored to your objectives and culture and to create maximum tax benefits. You choose the advisors to the Fund. Learn more.

The minimum gift to open a Corporate-Advised Fund is $25,000.