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A Donor-Advised Fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted.
You can also create a lasting legacy by naming The Catholic Foundation the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.
Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide Centralize Your Giving With Donor Advised Funds.
Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor-advised fund with The Catholic Foundation.
The couple receives a federal income tax charitable deduction for the amount of the gift. They also get the time they need to decide which charities to support.
Then after researching community needs with The Foundation’s staff, Joe and Laura recommend grants from The Foundation to their parish and Catholic Charities. For the benefit of these same charities, they name The Foundation as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitEnsure you’ve made the most of your donor advised fund—for your family and for The Foundation. Download the FREE guide Maximize the Impact of Donor Advised Funds.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My Kit