DAFs

Donor Advised Funds

What is a Donor Advised Fund?

A Donor Advised Fund (DAF) is a charitable giving account established at a sponsoring, qualified charitable organization like Crewe Foundation.  A DAF has the sole purpose of financially supporting charitable organizations of your choice over time.  You can contribute to a DAF with cash, publicly traded stock, and many other types of assets.  Assets contributed to a DAF generate immediate income tax deductions, generally bypass capital gains tax, are removed from your estate and exempt from estate tax, and can be invested tax-free.  You can then recommend grants to financially support your favorite charities that are out doing good in the world all while creating an ongoing, family charitable legacy for generations to come.

Setting up a DAF at Crewe Foundation

Step 1:
Complete and Sign the Account Setup Form
Step 2:

Transfer cash, publicly traded stock, real estate and other appreciated assets

Step 3:

Sell and reinvest assets tax-free

Step 4:

Recommend grants to your favorite charities

Setting up a DAF at Crewe Foundation

Step 1:
Complete and Sign the Account Setup Form
Step 2:

Transfer cash, publicly traded stock, real estate and other appreciated assets

Step 3:

Sell and reinvest assets tax-free

Step 4:

Recommend grants to your favorite charities

Ready to Open Your DAF Account?

Advanced Planning and Deferred Gifts

Your DAF can be the recipient and beneficiary of many types of assets from your estate and is a very effective planning tool.  Your will or other testamentary vehicle can identify your DAF with Crewe Foundation as a beneficiary and can include gifts such as:

  • Life Insurance Policies
  • Brokerage Accounts that allow Transfer on Death Beneficiaries
  • Retirement Plans such as IRA’s and 401 (k) Plans
  • Real Estate
  • Closely-Held Business Ownership
  • Charitable Remainder Trusts, Charitable Lead Trusts and other Planned Gifts

Contact us at Crewe Foundation to begin the planning process.  Our foundation specialists will work with you and your trusted tax and legal professionals to design the most efficient and effective plan for you and your family.