Donor Advised Funds (DAF’s)

Donors receive charitable gift receipts for the contributions to their established DAF.  The fund is normally named in someone’s memory or established as a “Family Fund”, however, the donor(s) may personalize as they wish.  The donor(s) are setup as the advisors to their Fund, which allows them to make all grant recommendations from their DAF.  Grant recommendations must be to qualifying charitable 501(c)(3) organizations, educational, government or religious entities per IRS rules.  The donor(s) may name succeeding generations as successor advisors or transition it to the Foundation to advise over upon donor(s) death.