Donor Advised Funds

Are you looking for a way to benefit your favorite charities both now and in the future? Would you like to simplify your annual and lifetime charitable giving?

A Donor Advised Fund at the Catholic Community Foundation might be a great solution for you! You can also use a DAF to distribute gifts to numerous charities.

A Donor Advised Fund helps you:

  • Simplify your charitable giving – all your giving with a single tax receipt.
  • Make a gift of multiple years’ giving to maximize your tax deduction.
  • Stay involved in your giving and involve family members or friends.
  • Honor or memorialize a loved one or commemorate a special occasion.
  • Ensures the continuation of a program or service of interest to you.
  • Reduces income taxes and avoids federal and state capital gains tax on the sale of appreciated assets such as low-basis stocks.
  • Build a significant gift over time.
  • A great low or no-cost alternative to forming and maintaining a private family foundation.

With a Donor Advised Fund, you can contribute when needed and receive an immediate income tax deduction.
The Foundation has two great options available:

  No-Fee DAF Traditional DAF
Administrative Fee 1.25% (fees reduced on funds over $500,000)

Online Portal for Grantmaking
Invested for Moderate or Long-term Growth Not Invested*
Name your Fund
Donate most types of property to the fund including stocks, cash, and other assets.
Minimum Gift to Open $10,000 $5,000

*No-Fee Donor Advised Funds have no gains, losses or fees applied to the fund.

If you want to explore the options available to you, call David Pederson today at 602-354-2404 or send an email to dpederson@ccfphx.org. We will, without obligation, personalize an example for your situation and provide you with other planning ideas that meet your objectives.

No-Fee Donor Advised Funds are one of the most exciting new vehicles for supporting the ministries and charities you care about.