Maximizing Charitable Giving Tax Deductions with a Donor-Advised Fund

A donor-advised fund, or DAF, is a giving vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time. Donors can contribute to the fund as frequently as they like, and then recommend grants to their favorite charities whenever makes sense for them.


What Is It?

A Donor Advised Fund is a simple, tax-smart investment solution for charitable giving.

What’s in It for Me?

By contributing appreciated securities, you avoid paying capital gains taxes and can receive a tax deduction for your charitable contribution. You can offset a spike in this year’s income by contributing multiple year’s worth of gifts and still spread out the grants to charity over future years.

The Fine Print

• Only contribute positions you’ve held more than one year.
• Once you contribute to the DAF, the funds are no longer yours.
• Once in the DAF, you can recommend grants only to 501(c)(3) recognized charities.

What are the Benefits of a DAF?

Benefit #1

You avoid capital gains taxes on your highly appreciated securities.

Benefit #2

You are doing good by supporting the charitable organizations and causes important to you.

Benefit #3

You receive a tax deduction for your charitable contribution.


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