A convenient and flexible way to fulfill your charitable giving goals
A donor-advised fund (DAF) is like a charitable investment account for the sole purpose of supporting charitable organizations of your choice.
When you contribute assets such as cash or securities to a donor-advised fund you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth, and you can recommend grants to IRS-qualified public charities of your choice.
You want your charitable donations to be as effective as possible when you give. Donor-advised funds are the fastest-growing charitable giving vehicle in the United States because they are one of the easiest and most tax-advantageous ways to give to charity.
Should I use a donor advised fund when giving to charities? Use this downloadable PDF to lead your decision. Have questions or want to set up a donor-advised fund? Reach out to us on the form below!