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Donor Advised Funds
Donor Advised Funds
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A Donor Advised Fund (DAF) is a charitable giving account that allows you to recommend grants to your favorite charities at your convenience. DAFs offer immediate tax benefits by providing charitable deductions in the year they are made, while also allowing your gift to grow tax-free in the future. They are a great low or no-cost alternative to forming and maintaining a private family foundation. Our No-Fee Donor Advised Funds are one of the most exciting new vehicles for supporting the ministries and charities you care about.
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TWO DAF TYPES
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No-Fee DAF Traditional DAF Administrative Fee No 1.00%* 24/7 Online Portal Access for Grantmaking Yes Yes Invested for Moderate or Long-term Growth Not Invested * Yes Name your Fund Yes Yes Donate most types of property to the fund including stocks, cash, and other assets. Yes Yes Minimum Gift to Open** $10,000 $10,000 *No-Fee Donor Advised Funds have no gains, losses, or fees applied to the fund. Fees reduced on funds over $500,000. Minimum of $500 administrative fee.
**Beginning July 1, 2022, No Fee Donor-Advised fund holders will be required to maintain an average annual balance of $10,000. In the event the minimum balance is not maintained, the minimum account fee will be assessed, as described above.
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