Uncommon
Donor Advised Funds
Make charitable giving more flexible and strategic.
About this strategy
A donor-advised fund, or DAF, is a charitable giving account maintained by a sponsoring organization. Donors contribute assets to the fund and may generally claim an eligible charitable deduction in the year of the contribution, while recommending distributions to qualifying charities over time. Because the sponsoring organization assumes legal control of contributed assets, contributions are generally irrevocable.
Implementation resources
Slides, templates, and supporting videos.