Donor Advised Funds
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.
With a Donor Advised Fund at The Foundation, you will join a large family of over 1,400 dedicated philanthropists and amplify your charitable impact.
Top 5 Reasons to Open a Donor Advised Fund (DAF)
These are just five of the many reasons why Donor Advised Funds are rapidly growing in popularity among people who are passionate about charitable giving and want to make a lasting difference.
Conduct all of your charitable giving through one centralized fund dedicated entirely to your philanthropic pursuits. Through our secure and confidential Donor Services Online portal, you can recommend an unlimited number of grant distributions (minimum $100) from your DAF, 24/7.
Our experts are readily available to help answer your questions about giving. When you call during business hours, you can directly reach our Center for Designed Philanthropy team of advisors who can provide guidance about emerging issues, cutting-edge nonprofits, and giving opportunities locally, nationally, and in Israel, among other things.
For each contribution to your fund, you qualify for an immediate fair-market-value tax deduction.
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.
When you open a Donor Advised Fund at The Foundation, you gain access to the multitude of resources we offer our donors such as an estate planning workbook, ethical will workbook, invitations to exclusive events, and more.
*The Foundation does not provide legal or tax advice. Please consult your professional advisor.
DONATE
cash • stock • real estate
$5,000 minimum
TAX DEDUCTION
CREATE
a donor advised fund
FOCUS
philanthropic impact
INVEST
minimum $50k
SUPPORT
charities
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.
- Enjoy 24/7 online access to your fund and recommend grants of $100 or more through our online donor services portal.
- Explore our investment options for a balance of $50,000 or more.
Interested in getting started?
Contact us at 323.761.8704 or fill out the form below.
Meet the Experts
DAN ROTHBLATT
STEVE GAMER
Stories of Giving
Additional Resources
Interested in exploring more?
Contact us at 323.761.8704 or fill out the form below.