//Achieve Tax or Charitable Goals with a Donor Advised Fund

Achieve Tax or Charitable Goals with a Donor Advised Fund

It’s not too late to use a donor advised fund in 2018 to achieve tax or charitable goals.

You may benefit from giving through a DAF:

  • Quick setup – activate a fund same-day with one short form
  • Maximizes charitable deduction – as a public charity, contributions to a donor advised fund at the Community Foundation are deductible at a higher rate than if made to a private foundation
  • Flexibility – donor retains the right to suggest grants to any charity nationwide, at any time
  • Private foundation solution – annual 5% payout can be made to a donor advised fund in 2018, giving indecisive siblings or grant committees more time to make wise grant decisions
  • Sound investment management – Community Foundation funds are prudently invested in a high-quality managed pool
  • Simple charitable receipts – a shoebox full of charitable receipts becomes one annual statement when giving through a donor advised fund

A donor advised fund at the Princeton Area Community Foundation allows you to reach your own charitable goals, while offering social returns as well – they strengthen the fabric of our community.

To learn more or set up a fund, call Elizabeth Wagner, Senior Vice President & Chief Philanthropy Officer, at 609.219.1800 extension 12 or contact her via email.

2018-12-26T15:13:54+00:00