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A donor-advised fund (DAF) is a type of giving program that allows you to combine the most favorable tax benefits with the flexibility to easily support your favorite charities. An increasingly popular charitable vehicle, DAFs are an excellent way to simplify your charitable giving. 

How does it work?

  • Establish your DAF by making an irrevocable, tax-deductible donation 

  • Advise the investment allocation of the donated assets (any investment growth is tax-free

What are the main advantages?

  • Simplicity - The DAF sponsor handles all record-keeping, disbursements, and tax receipts

  • Flexibility - The timing of your tax deduction can be separate from your charitable decision making

  • Tax efficiency- Contributions are tax-deductible and any investment growth in the DAF is tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains taxes and allowing you to support multiple charities from one block of stock.

  • Family legacy - a DAF is a powerful way to build or continue a tradition of family philanthropy

  • No start-up costs - There is no cost to establish a DAF, however, there are often minimum initial charitable contributions to establish the DAF (typically $5,000 or more)

  • No transaction fees - once approved, 100% of your recommended grant goes to your qualified public charity of choice.

  • Privacy if desired  - donors may choose to remain anonymous to the grant recipient.

Use the widget below to begin the Donor Advised Fund (DAF) process.

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