A Flexible And Meaningful Way to Shape Your Legacy
What is a Donor-Advised Fund (DAF)?
A DAF works like a charitable investment account. You contribute funds—cash, stock, or other assets—receive an immediate tax deduction when eligible, and then recommend grants from your fund to charities over time.
Think of it as a flexible bridge between your resources and the causes that matter most to you.
With a DAF, You Can:
- Set up recurring grants to your favorite charities for steady, predictable support
- Simplify your giving, with one platform to manage all your charitable distributions
- Invest your charitable dollars, allowing them the potential to grow tax-free
- Plan thoughtfully, especially in years when tax considerations or financial changes influence your giving
DAFs are increasingly attractive in the wake of new 2026 tax laws. With a new above‑the‑line charitable deduction for non‑itemizers and updated Adjusted Gross Income (AGI) floors for itemized filers, you may be seeking flexible ways to maximize your charitable impact while staying tax‑savvy.
Ways to Maximize Your DAF:
- Bunch multiple years of giving into one tax year
- Donate appreciated stock to avoid capital gains
- Support your favorite causes over time while enjoying flexibility, tax efficiency, and thoughtful charitable planning