1)  Easier Record Keeping  

      The IRS requires you have a receipt with the correct language for any charitable contribution over   $250.     

      A donor-advised fund (DAF) can eliminate the need for receipts from many groups.  We send you one     

      receipt each time you make a contribution to your fund.  That’s all you need for the IRS. 

2)  Flexibility of Contributions  

       Some years you may want to contribute more than in other years. With a DAF you can make  

       contributions to your fund—or forego them—as you wish. You can still recommend distributions from    

       your DAF even in years when you contribute nothing to it. 

3) Avoid Capital Gains Taxes on Appreciated Securities  

      If you sell an appreciated security, you owe tax on the capital gain.  Donating that security to your DAF    

      can save on taxes.   Check with your CPA to find out if that strategy works for you. 

 4) Other Tax Advantages 

      Many donors work with a CPA to find other ways that flexible contributions save them money on taxes.   

      Talk to your CPA about our Tax Advantaged Strategies for Creative Giving to see if any are right for you. 

5) Donations Can Continue to Grow  

      All donor-advised funds are added to our pool of assets. Our Investment Committee uses a      

     comprehensive asset allocation model designed to maximize long-term growth while minimizing volatility.  

6) Fund Growth is Tax Free  

      As a tax-exempt organization, the Community Foundation pays no income tax.  Therefore, any growth in   

      your donor-advised fund is completely tax-free.   

 7) Use the Fund to Make a Difference in Perpetuity  

       A DAF offers many options upon your death. Designate someone to take over the responsibility of  

       recommending future contributions, or specify what types of charitable institutions to fund in the future.  

8) Ability to Distribute Funds Anonymously  

      If you want to give anonymously, we will make sure the recipient organization only sees our name on the     

     check. You can decide to be anonymous or not on a case by case basis.   

9) Availability of Advice and Assistance  

     Which causes are the most worthy?  We deal with nonprofits daily.  We can provide advice to help you    

     make the wisest choices.  

10) Easy to Get Started  

      Starting a donor-advised fund is easy. You can fill out our forms in a few minutes and start with as little  

      as $5,000.