Donor Advised Fund

Give to charitably during your lifetime, and your children can continue your legacy of giving when you pass away.

Give to charitably during your lifetime, and your children can continue your legacy of giving when you pass away.

Donor Advised Fund

A Donor Advised Fund (or DAF) might be a great solution for you. You can use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.

Image001

Stocks or Cash

Image 002

Donor Advised Fund

Image 003

Gift for Senior Nutrition Program

You enjoy several benefits with your donor advised fund

  • Establish a flexible vehicle for annual charitable giving
  • Benefit from a more tax and cost efficient alternative to a private foundation
  • Obtain a charitable income tax deduction in the year of your gift
IMG_3822
24hr_give_oceano_014

How a donor advised fund works

  1. You make an initial, irrevocable gift of cash or stock to fund a DAF at a sponsoring organization.
  2. The assets in your DAF grow tax-free.
  3. You make annual recommendations on gifts to be made from your DAF.