A Donor Advised Fund allows you to make a charitable contribution, receive an immediate tax benefit and recommend grants from the fund to your favorite charities over time.
Establish your DAF with a gift of $10,000 or more and receive a tax deduction. Invest the DAF in a money market fund or United Way’s passive 65/35 portfolio.
Your fund grows over time with investment earnings and additional contributions.
You support the nonprofits of your choice, on your timeline, by recommending they receive distributions from your DAF.
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