A Donor-Advised Fund (DAF) is an excellent opportunity to involve you and your family in a long-term charitable giving plan.
You can establish a DAF with a charitable sponsor by signing an agreement and making a contribution to the fund. Charitable fund sponsors include community foundations as well as the charitable arms of for-profit financial institutions. Examples include:
- Fidelity Charitable Gift Fund
- Vanguard Charitable Endowment Program
- Chicago Community Trust
You and/or other individuals may serve as fund advisors and recommend grants to charities, including gifts to SGFoundation.
Benefits of Giving Through a Donor-Advised Fund
- Take a tax deduction immediately and make grants to charities on your own time.
- Pool your annual gifts into one large charitable deduction.
- Enjoy professional management of your funds until they are distributed.
How to Donate to SGFoundation Through a Donor-Advised Fund
- If you have a donor-advised fund with Fidelity Charitable, Schwab Charitable, or BNY Mellon Charitable Gift Fund, you may donate to SGFoundation directly.
- If your donor-advised fund is through other financial or charitable institutions, please contact your fund administrator to coordinate a gift to SGFoundation.
Questions?
For any questions about giving through a donor-advised fund, please contact the Development Department at:
📧 [email protected]