Benefits of Establishing a Donor Advised Fund
Ease of Tracking
For tax purposes, you will only need the receipt from the contribution to your DAF when completing your Schedule A – Itemized Deductions – when completing your tax return.
Immediate Tax Benefits
You will receive an immediate dollar-for-dollar charitable federal income tax deduction for the full market value (up to the maximum allowed by law) for contributions to a DAF.
Avoid Capital Gains Tax
In certain circumstances you may also avoid the capital gains tax on any appreciated asset used to fund your DAF, while receiving the full tax-deduction on the value of the contribution.
Philanthropic Advice
The Our Fund Foundation can assist you in finding and identifying local non-profits serving the LGBTQ community in areas that are important to you.
Online Access
Through the Our Fund Foundation ‘Fund Advisor Portal’ you will have up-to-date information on all the history of your DAF, including contributions and grants made from your fund. In addition, grant recommendations can be made through this easy-to-use portal available to you at any time.
Call us today at 954-565-1090 to learn more about how a Donor Advised Fund through The Our Fund Foundation and increase the effectiveness of your philanthropy.
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