What are the benefits of donating through a DAF?

A donor-advised fund is like a charitable investment account, for the sole purpose of allowing individuals, families, and corporations to direct funds to causes they care about. When you contribute cash, securities or other assets to a donor-advised fund, you are generally eligible to take an immediate tax deduction. Donations made through a DAF are simple and flexible: your DAF manager handles record-keeping, disbursements, and tax receipts. Any investment growth in the DAF is tax-free, and it is also easy to donate long-term appreciated securities, eliminating capital gains taxes and allowing you to support several charities from one block of stock.

If you have additional questions about DAF giving, contact Annmarie Baumgartner at (414) 310-5915 or annmarie@securefutures.org.

Donate through your DAF using the form below!

It’s easy to make a gift to SecureFutures through your donor advised fund. Do you have an account with Fidelity Charitable, Schwab Charitable, or BNY Mellon? If so, go to the Donor Direct box below, fill in the institution and click the “Next” button to be taken directly to your donor advised fund provider. If your provider is not listed, contact them directly with a request to make a grant to SecureFutures.

Interested in learning more about how the tax policies around charitable giving are expected to change in 2021? Check out the recent webinar that SecureFutures hosted, featuring attorney Jason Kohout at Foley & Lardner.