From Assets to Action: Maximizing Your Giving through a Donor Advised Fund
What could be better than giving back? Giving smarter.
A donor advised fund (DAF) functions as your very own charitable checkbook. With a DAF, giving remains personal and powerful today while building a lasting legacy tomorrow.
Opening your DAF is simple.
It starts with seeding your fund with select assets. These assets could be cash, securities or real estate. Once you open your account, you’ll receive immediate tax benefits, even if you don’t grant money right away to a specific charity.
Then you can sit back while our investing partners take over the heavy lifting.
Our partners at Capital Group will grow the assets in your fund tax-free while you determine which causes you’d like to support.
If you don’t have a reputable charity in mind, our team is here to help. We’ll help you refine your giving goals and determine your preferred causes.
With access to over 100 nonprofit fundholders, we’ll help you find worthy charities doing vital work, such as:
- Fighting food insecurity.
- Advocating for quality healthcare.
- Equipping the next generation of leaders.
- Providing disaster relief.
It’s time to grant!
Once you’ve made your choice, grant a portion of your fund to invest in our local community and create ripples of impact. Because our investment team continues to grow your remaining balance tax-free, your DAF offers more than a one-time gift! It’s a sustainable cycle of generosity that solidifies your legacy of giving.
With your donor advised fund, giving isn’t just a one-time event. It’s a pattern that builds our community for generations to come!
Open your account today and let the giving begin!