Create a "Giving Fund" (DAF)
Giving Fund Benefits:
Donor Advised Fund
- Immediate Deduction, Delayed Giving: Get a tax deduction now (especially with appreciated assets) while deciding which charities to support.
- Simplicity: Reducing the need for tracking multiple donation receipts.
- Legacy Planning: Allows for successors (family members) to manage the fund after the donor’s death
- Fees: No Administrative fees
- Minimums: $1000. per donation
- Payout: to Charities, CAM, and Churches. Never to a Individual.
- Account balance: viewable under My Giving Fund button.
*While the donor receives tax recognition of the gift when it enters the DAF, the ministry impact may be delayed until it is delivered by the DAF administrator.
Call: 330-289-4915 to open a DAF
DAF, is like a Charitable Checking Book!
Imagine an account that you gift into, it stands at your disposal to advise where, when, and to which ministry checks are written to.
When you contribute to a DAF, you can take an immediate tax deduction, the funds stay in the account managed by us until you advise to distribute them to a Charitable Organization, Church, or a Fund of a Church.
“Bunching” is a strategy where you combine multiple years’ worth of charitable giving into a single year. Instead of donating $5,000 every year, you might contribute $15,000 to your DAF in one year and donate from the fund over the next three years. This lets you itemize your deductions in the year you contribute (when the total exceeds the standard deduction) and take the standard deduction in the other years. The One Big Beautiful Bill Act introduced a new 0.5% AGI floor on itemized charitable deductions beginning in 2026. These changes make bunching more valuable than ever.
Reduce or Eliminate Capital Gains Tax When appreciated real estate or securities are donated, the donor may not need to pay a portion or all of the tax on capital gains. Ask us for a Illustration.