Are you passionate about repairing the world? A Donor Advised Fund – one of the fastest-growing giving tools in the country – is an ideal way to simplify your charitable giving, gain immediate tax deductions, and easily support causes you care about – all on your own timeframe.

An added bonus of opening a fund at The Foundation rather than at a large for-profit financial institution is that your charitable dollars go even farther in the community, because part of your fund’s fees support our annual grantmaking. With a Donor Advised Fund at The Foundation, you will join a large family of dedicated philanthropists and amplify your charitable impact.

 

 

Here’s how it works:

  • Start with a simple letter of agreement and a contribution of $5,000 or more in cash, securities, and other assets.
  • Contact our Center for Designed Philanthropy team, who will identify outstanding programs and organizations that address causes you’re passionate about.
  • Enjoy 24/7 online access to your fund and recommend grants of $100 or more through our online donor services portal.
  • Tax receipts for online donations are sent immediately via email and PDF.
  • Explore our investment options for a balance of $50,000 or more.

 

Donate cash • stock • real estate$5000 MinimumTax Deduction

Create a Donor Advised Fund

Focus philanthropic impact

Invest minimum $50K

Support charities

 

Top 10 Reasons to Open a Donor Advised Fund (DAF)

  1. Convenience
    Conduct all of your charitable giving through one centralized fund dedicated entirely to your philanthropic pursuits.
     
  2. Engage Your Family
    Donor Advised Funds (DAFs) are an ideal way to involve the next generation of your family by engaging them in grantmaking.
     
  3. Recommend grants
    You can recommend an unlimited number of grant distributions (minimum $100) from your DAF at no additional charge.
     
  4. Grantmaking support and expertise
    We can provide guidance about emerging issues, cutting edge nonprofits, and giving opportunities locally, nationally and in Israel.
     
  5. Maximum tax advantage*
    For each contribution to your fund, you qualify for an immediate fair-market-value tax deduction.
     
  6. 24/7 online access
    Through our secure and confidential Donor Services Online, you can review your fund history, recommend grants, and make contributions any time with a credit card or check (ACH).
     
  7. Modest cost, extra impact
    The Foundation's annual fee is 1.5% of the DAF's assets, a portion of which funds The Foundation's grants programs, increasing the impact your dollars make in the community.
     
  8. Affordable alternative to a private family foundation
    With a DAF, you can carry out your charitable giving more simply and cost effectively than a private family foundation.
     
  9. Build a permanent family legacy
    A DAF can be the first step toward building a permanent legacy. When you create your fund, you can decide how it should be used when you pass away or are no longer able to serve as the fund's advisor.
     
  10. Personalized service
    We take pride in having experts who're readily available to help you with your questions about giving. When you call during our business hours, you can directly reach our team of advisors who will help with your charitable giving.

*The Foundation does not provide legal or tax advice. Please consult your professional advisor.

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Interested in exploring more? Contact us at 323.761.8704 or by email.