Donor Advised Funds
Flexible. Simple. Charitable.
Are you looking for a flexible, simple tool that allows you to manage and maximize your giving to support the causes that matter most to you? Are you interested in simplifying your annual and lifetime charitable giving? Would you like to make a single gift to support multiple charities? Would you enjoy knowing that your gift will grow tax-free while being invested in a socially responsible way in accordance with Catholic values?
Your Charitable Giving Fund
A DAF is like having your own foundation (without the hassle and administrative fees!). The fund is invested for growth, which permits you, as the advisor, to make gifts of income and principal to multiple Catholic or public organizations while you are alive. You can also name successors so your family can continue your legacy of philanthropy for as long as the fund exists.
If you are interested in learning more about starting your own Donor Advised Fund, start by contacting us to discuss your philanthropic or legacy planning goals. We will work directly with you and your financial advisor(s) to customize a plan that will help you make a significant impact on the ministry close to your heart (and provide significant tax advantages.) Once you complete and sign your Fund Agreement, you will have access to a 24/7 Fundholder Portal through which you can keep track of your Donor Advised Fund and distributions made from it.