Donor Advised Funds

A DAF can serve as a convenient alternative for a donor who does not wish to make direct grants to charity or form a private foundation. Your gift to a donor advised fund is tax-deductible to the extent permitted by law. Once an account is created, you may use it as a fund to support your favorite causes. A donor advised fund also offers professional investment management for the assets held in the account and administrative ease, all at a competitive cost.

Benefits to giving through at DAF include:

  • Receive an immediate charitable tax deduction
  • Follow your own timetable for distributions
  • Give to multiple charities from the same fund
  • Make gifts of complex assets, such as life insurance, art, real estate, private company stock, restricted stock, limited liability and limited partnership interests
  • Take advantage of competitive fees and expert investment management
  • The opportunity to engage your whole family in philanthropic opportunities


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