Donor-Advised Fund

 A donor-advised fund (DAF) is an investment account for philanthropic giving that offers an immediate tax benefit and the flexibility to support your preferred charities right away or over time. 

• Simplicity: Your sponsoring organization handles all record-keeping, disbursements (including an option for automatic distributions), and tax receipts and provides you with a single document at tax time.
• Timing: You can request that a donation be made at any time or make automatic recurring gifts on a schedule of your choice.
• Open to all: Individuals, families, companies, foundations and other entities can start a DAF.
• Increase your philanthropic capital: With varying investment strategies available, the funds in your DAF have the potential to grow tax-free.
• Flexible funding options: Fund your DAF with the assets of your choice, including cash, stock, securities, and even real estate.

 Please call Chris Resendes at 508-328-9075 or email Chris@friendsofjack.org.