Donor Advised Funds

A donor-advised fund (DAF) is a centralized charitable account. It allows charitably inclined individuals, families, and businesses to make tax-deductible charitable donations of cash, publicly-traded stock, and, in some cases, certain illiquid assets, to a public charity that sponsors a DAF program. A sponsoring organization is a 501(c)(3) public charity that sponsors a DAF program. For more information about donor advised funds, click here.

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If you would like to pull from your existing DAF with Fidelity Charitable, Schwab Charitable or BNY Mellon, please complete the “DAF Direct” form below.