Frequently Asked Questions
A Donor Advised Fund (DAF) is a philanthropic vehicle established at a public charity that allows donors to make a charitable contribution, receive an immediate tax deduction, and recommend grants to their favorite nonprofits over time.
Once you establish a DAF, you can contribute cash, securities, or other assets. These contributions are tax-deductible. Your contributions grow tax-free, and you can recommend grants to any qualified public charity at your convenience.
DAFs offer flexibility, simplicity, and tax efficiency. They allow donors to manage charitable giving over time, receive an immediate tax deduction, and support charities through strategic grant recommendations. Funds grow tax-free, potentially increasing the charitable impact.
Setting up a DAF is simple. Contact our team to discuss your goals, and we will guide you through the process, including contributions, investment options, and grant recommendations.
Yes, administrative fees cover the cost of managing the fund, including investment management and grant processing. Our Advisors will provide a detailed fee structure.
Yes, international grants are possible, though they may incur additional fees for vetting. Our advisors can provide guidance on international granting.
You can recommend a grant at any time through our online platform or by contacting your advisor. We ensure funds are efficiently directed to your chosen nonprofit.