Donor-Advised Fund

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Give Through Your 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. 

The advantages of giving through your DAF

  • 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.

Questions?

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