By having a donor-advised fund you retain ongoing involvement in the use of your gift.  You work with us to identify ways to use dollars from your fund to address the issues you and your family care most about. 

•  Reduced administrative responsibilities
• Lower costs
• More privacy
• Immediate tax income deductions
• Accept stock and mutual fund donations
• Donor determines which charities to recommend for distributions
• Greater tax advantages while establishing a legacy of giving

A donor may establish a DAF as an endowed fund that will make distributions for many years in perpetuity and in accordance with their recommendations or their successor’s.  With relative ease, DAF’s are highly efficient not only for donors, but for the charities themselves due to the low transaction costs.

DAF’s are far simpler and less costly a method of giving than creating and maintaining a private foundation.  DAF’s offer superior tax treatment of donations because the gift is made to the sponsoring organization, a public charity.  With certain exceptions, the gift is eligible for a charitable deduction equal to the full market value (FMV).