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.
Zoom link: https://us06web.zoom.us/j/
One tap mobile: +16694449171,,85214705301# US
Telephone: +1 669 444 9171 US
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.
Zoom link: https://us06web.zoom.us/j/
One tap mobile: +16694449171,,85214705301# US
Telephone: +1 669 444 9171 US
Donor Advised Fund Fast Facts:
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)
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)
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.
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)
