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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 to the Presbyterian Homes and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.
You can also create a lasting legacy by naming the Presbyterian Homes 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.
Laura wants to give back to her hometown by putting her money where it will do the most good. She establishes a $25,000 donor advised fund with a community foundation.
Laura receives a federal income tax charitable deduction for the amount of the gift. She also gets the time she needs to decide which charities to support.
After researching community needs with the foundation’s staff, Laura recommends grants for the Geneva Foundation (which she's supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Laura named in honor of her mother. She names the Geneva Foundation as the beneficiary to receive the account balance after her lifetime. Laura is 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 Geneva 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