Donor-Advised Fund

Are you looking for a way to benefit Fuller both now and in the future? Would you like to simplify your annual and lifetime charitable giving?

A donor-advised fund (or DAF) might be a great solution for you. You can also use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.

donor-advised Fund

Stock or Cash

donor-advised Fund

Fuller

Benefits of a donor-advised fund

• Establish a flexible vehicle for annual charitable giving
• Benefit from a more tax and cost efficient alternative to a private foundation
• Receive an estate tax deduction and savings from your gift
• Obtain a charitable income tax deduction in the year of your gift

How a donor-advised fund works

1. You make an initial, irrevocable gift of cash or stock to fund a DAF at Fuller.
2. The assets in your DAF grow tax-free.
3. You make annual recommendations on gifts to be made from your DAF.
4. When you pass away, your children may recommend charitable gifts from your DAF.

More on donor-advised funds

A donor-advised fund has several advantages when compared to a private foundation. The start-up time and cost are minimal for DAFs, and gifts to DAFs are generally deductible at fair market value. A DAF is also not subject to the distribution requirements and certain excise taxes faced by private foundations.

Contact us

If you have any questions about donor-advised funds, please contact us. We would be happy to assist you and answer any questions you might have.