Donor Advised
Fund Webinar

Thursday, June 13 @ 11:30 AM – 12:15 PM

Learn what a Donor Advised Fund is, what tax advantages this charitable investment account could provide, and why its a popular giving tool.

Donor Advised
Fund Webinar

Thursday, June 13
11:30 AM – 12:15 PM

Learn what a Donor Advised Fund is, what tax advantages this charitable investment account can provide, and why its a popular giving tool.

Donor Advised Fund Fast Facts:

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Offer significant tax benefits.

Donor Advised Fund holders enjoy a federal income tax deduction of up to 60% of adjusted gross income for cash contributions and up to 30% of adjusted gross income for the appreciated securities they donate. (Investopedia)

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Are being utilized by donors at historic levels.

In 2020, grants from Donor Advised Funds to qualified charities totaled an estimated $34.67 billion, representing a 27.0 percent increase compared to 2019. This was the highest DAF grant increase in a decade. (2021 DAF Report, National Philanthropic Trust)

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Simplify your giving.

When you utilize a Donor Advised Fund, you can give to multiple organizations you love while only receiving one tax deduction letter.

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Cost less than a Private Foundation.

Expect a lower cost while avoiding many of the legal, reporting, and privacy concerns of a Private Foundation. Unless you plan to start a Private Foundation with $10-$20M, a Donor Advised Fund is the best way to start your charitable work. (See: DAF vs. Private Foundation)