Donor-Advised Funds

• Establish your DAF by making an irrevocable, tax-deductible donation to a public charity that sponsors a DAF program (examples: Oregon Community Foundation, Schwab Charitable, Fidelity Charitable).
• Advise the investment allocation of the donated assets (any investment growth is tax-free).
• Recommend grants to qualified public charities of your choice (example: recommend a grant to Willamette University).
• Clients of Fidelity Charitable, Schwab Charitable and BNY Mellon can easily make a designation through the DAF Direct window on this page.

• Simplicity. The DAF sponsor handles all record keeping, disbursements, and tax receipts.
• Flexibility. Timing of your tax deduction can be separate from your charitable decision making.
• Tax efficiency. Contributions are tax-deductible, and any investment growth in the DAF is tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains taxes and allowing you to support several charities from one block of stock.
• Family legacy. A DAF is a powerful way to build or continue a tradition of family philanthropy.
• No start-up costs. There is no cost to establish a donor-advised fund. However, there are often minimum initial charitable contributions to establish the DAF (typically $5,000 or more).*
• No transaction fees. Once approved, 100% of your recommended grant goes to your qualified public charity of choice.*
• Privacy if desired. Donors may choose to remain anonymous to the grant recipient.

* Sponsoring organizations generally assess an administrative fee on the assets in a DAF. These fees vary by the charity that sponsors a DAF program.