- Income Gifts
- Charitable Gift Annuities
- Charitable Remainder Trusts
Donor Advised Fund
Simplify Your Giving
A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to World Wildlife Fund and other qualified charities. You can recommend a grant, or recurring grants, now to make an immediate impact—or use your fund as a tool for future charitable gifts.
A Gift for the Future
Many donor advised fund agreements allow you to select one or more beneficiaries to receive the fund’s remaining assets on your death. You can also create a family legacy of giving by naming your loved ones as your successor to continue recommending donations from your DAF to charitable organizations. Contact your fund administrator for a beneficiary form.
DAF Basics
Still learning about DAFs? Discover the ease of opening a donor advised fund—plus a discussion of the possible advantages you’ll enjoy—with your FREE guide One-Stop Giving: The Convenience and Simplicity of Donor Advised Funds.
How A Donor Advised Fund Works
Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.
The couple receives a federal income tax charitable deduction for the amount of the gift. They also get the time they need to decide which charities to support.
After researching community needs with the foundation’s staff, Joe and Laura recommend grants for WWF (which they’ve supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Joe and Laura named in honor of Laura’s mother. They name WWF as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.
Ways to Fund Your Donation:
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We can help. A Personal Record: Estate Planning You Can Do at Home will help you as you organize your estate and create a legacy of improving the quality of life on our planet.
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Ensure you’ve made the most of your donor advised fund—for your family and for WWF. Download the FREE guide Maximize the Impact of Donor Advised Funds.
Free Resource
We can help. A Personal Record: Estate Planning You Can Do at Home will help you as you organize your estate and create a legacy of improving the quality of life on our planet.
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