Donor Advised Funds NEW

A Donor Advised Fund is an easy, flexible, and tax effective way to make charitable donations to organizations and causes that are important to you. It is like a charitable checking account that you can use to recommend grants to recipients of your own choosing at any time. 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 assetsEnjoy 24/7 online access to your fundRecommend grants of $100 or moreMake additional, tax-deductible contributions at any timeTax receipts for online donations are available immediately via email and PDFExplore our investment optionsReceive Annual Giving Impact Report summarizing your fund’s grantmakingOnce your fund is established, you are ready to make grants. You may already have a charity in mind, or our Center for Designed Philanthropy can identify outstanding programs and organizations that address the causes you most care about. You can submit grant recommendations through our online donor services portal and we handle the administrative details. You can also use your Donor Advised Fund to create a Tribute Fund. Donate cash • stock • real estate$5000 MinimumTax DeductionCreate a Donor Advised FundFocus philanthropic impactInvest minimum $50KSupport charities Top 10 Reasons to Open a DAF Handbook on Charitable Giving Gift Calculator Center for Designed Philanthropy Customized Service & Professional Expertise:We provide the resources, expertise, and connections to design thoughtful giving strategies tailored to your needs.See our Ways to Donate.Review a Donor Advised Fund agreement and explore how to get started.The Foundation’s annual fee is 1.5% of the Donor Advised Fund’s assets, a portion of which funds The Foundation’s grants programs.Learn more:Read the Donor Advised Fund BrochureCompare the benefits of a Donor Advised Fund versus Endowment FundCompare the benefits of a Donor Advised Fund versus Private FoundationRead Foundation Executive Vice President Dan Rothblatt’s advice on maximizing your givingInterested in exploring more? Contact us at 323.761.8704 or by email.