Donor Advised Fund
Donor Advised Funds (DAF) empowers our clients to make an impact with ease.
- You can give to one or multiple organizations
- Simplifying your year’s end gifts into a single tax receipt
- You give on your timeline – you don’t have to make quick year-end decisions
- You can let the fund grow and just gift the interest
- Gifts can be given anonymously
- Let us help you match your passion with impact
- Create a cost-effective alternative to creating a private foundation
Or
- Also used to convert foundations that are no longer have need to fund an entire staff but still have funds that need to be utilized to make an impact.
- You may name a charity as the remaining beneficiary.
Types of contributions that can fund this giving agent:
Cash, mutual fund shares, publicly traded stocks or bonds, real estate, closely held stock and other hard-to-value assets.
Initial Donor Contribution:
Must have a minimum fair market value of $10,000.
Minimum Amount you can Gift:
$250 per organization