Your Living Legacy

An invitation to share in our life and ministry

Planned Giving

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Make a Gift From My DAF

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Donor Advised Funds

Channeling your philanthropic resources through a donor advised fund simplifies your charitable tax records.

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

A donor advised fund (DAF) might be a great solution for you. You can use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.

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Benefits of a donor advised fund

  • Receive a charitable tax deduction when you deposit funds
  • Relieve yourself of investment decisions
  • Simplify your charitable tax donation records
  • Engage family members in creating a tradition of charitable giving by inviting them to be a part of advising on what grants are made from your donor advised fund

How a donor advised fund works

  1. You open a donor advised fund with a contribution of cash, stock, or other assets like real estate and can take an immediate tax deduction for the gift
  2. The account is managed by a community foundation or other non-profit, called a sponsoring organization. The organization invests the assets and manages the donor's account including regular reporting.
  3. You make recommendations of grant(s) to charitable organizations

More on donor advised funds

A donor advised fund is easily created through a written agreement with a community foundation or sponsoring organization. In establishing a DAF, you qualify for a federal income tax deduction each time you make a gift to the fund.

A DAF has several advantages when compared to a private foundation. The start-up time and cost are minimal for DAFs, and gifts to DAFs are generally deductible at fair market value. A DAF is also not subject to the distribution requirements and certain excise taxes faced by private foundations.

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Be advised, each community foundation and sponsoring organization has its own policies and procedures. Since your gift to your donor advised fund is irrevocable, it is prudent to choose an organization that supports your values. If you have any questions about DAFs, please contact us. We would be happy to assist you further.

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