DAF Family

How it Works

 

   

A Personal Connection

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You make a gift to your community foundation. You can give cash, appreciated stocks, real estate, or other assets.

When Alex Dorado retired, he wanted a way to give more to his community.  "I've lived here my whole life, and now that I have more time and resources, I can give back to a number of causes and organizations that are very special to me," he says.  Alex and his financial advisor met with their community foundation to discuss ways Alex might increase the impact of his giving and gain maximum tax advantage.  Alex chose to establish a Donor Advised Fund in his family's name.  He now meets with the community foundation's staff to recommend grants in the areas he cares about most.  "Last year, based on my recommendations, the fund bought uniforms for an after-school sports leaque and supported an adult literacy program," reports Alex.  "This is a great way to stay involved and use what I have to make a difference in the community I love."

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John Green is a successful business executive . . .

 

Mark and Susan Smith are enjoying their retirement . . .

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We set up a special fund in your name, in the name of your family or business, or in honor of any person or organization you choose.

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You receive tax benefits in the year your gift is made.

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You, your family, or your team of advisors make grant recommendations to support the causes and organizations you care about most.

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Your recommendations are presented to the community foundation board for approval.

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We handle all the administrative details and issue grants to charities in the name of the fund you establish. If you prefer, grants can be made anonymously.

Donor Advised Funds provide a convenient, flexible way for you, your family, or your business to get involved with your community.  This type of fund is typically less costly to administer than other forms of philanthropic giving such as a private foundation, but it still allows you to establish a charitable legacy and fulfill multiple charitable interests.

By working through your community foundation, gifts typically qualify for maximum tax benefits under federal law, and you take advantage of the expertise of our staff and professional investment managers.  You can establish a fund today and make grant recommendations now or in the future.