Donor Advised Funds

Contribute Through a Donor Advised Fund

Creating a Donor Advised Fund can help a donor avoid capital gains taxes by receiving a current-year income tax deduction for any assets contributed to the DAF. Other benefits include:

• DAFs can be opened with most brokerage firms such as Fidelity, Schwab, etc.
• Donate appreciated assets without incurring capital gains taxes.
• Make grant recommendations now or in the future.
• Involve your family and build a tradition of family charitable giving.
• Assets in your DAF grow tax-free and there are no minimum annual distributions.
• You or your financial advisor maintain control of investment strategy and objectives.
• Manage your charitable giving via your firm’s online portal or with your financial advisor.