cb14 secondary banner

Donor-Advised Fund

cb21 lg text callout

Make a Gift with a Donor-Advised Fund

The Donor-Advised Fund (DAF) is an increasingly popular way to make a charitable gift. DAFs can provide you with immediate tax benefits while making your charitable giving easier. Here are two simple ways you can make a gift through your DAF:

  • Make an outright gift now by recommending a grant to The American College of Financial Services.
  • Create a succession plan to recommend that The American College of Financial Services receive all or a portion of the fund value upon the termination of the fund.

You can select the option that best suits your philanthropic and financial goals to support the The American College of Financial Services. Just contact your Donor-Advised Fund administrator to recommend a grant to The College or to discuss a succession plan.

If you include The American College of Financial Services in your plans, please let us know and be sure to use our legal name and federal tax ID.

Legal Name:  The American College of Financial Services
Address:  630 Allendale Road, Suite 400, King of Prussia, PA 19406
Federal Tax ID Number: 23-1352008

 


Creating a Donor-Advised Fund

Creating a Donor-Advised Fund can provide you with immediate tax benefits while making your charitable giving easier for years to come.

How It Works

You establish a Donor-Advised Fund at a sponsoring charity. This could be a community foundation, a public charity with a Donor-Advised Fund program, or even one of the well-known financial services companies that sponsor Donor-Advised Funds. Check with the sponsor about the minimum contribution required to start a Donor-Advised Fund, which typically range from $5,000 to $25,000. The sponsor may allow you to give your Donor-Advised Fund a unique name. Then, make an initial contribution to start your Fund. You can contribute cash or appreciated assets such as stocks or mutual funds. You’ll get an immediate income tax charitable deduction for your contribution that could reduce your taxes if you itemize.

Once established and funded, you can recommend that your favorite public charities, such as The American College of Financial Services, receive grants from your Donor-Advised Fund. Most Donor-Advised Funds have a minimum grant recommendation, or you can recommend distributing the entire balance of your Donor-Advised Fund for a cause important to you.

You do not get an additional income tax charitable deduction for these grants.

You can also create a succession plan with your Fund sponsor to recommend that some or all of the remaining assets in your fund at your passing go to The College and other charities that are important to you.

The American College of Financial Services is grateful for grants that come from Donor-Advised Funds. If you are considering establishing a Donor-Advised Fund, we can suggest several sponsors for your review. You should also consult your professional advisor for guidance.

 

cb12 repeater
cb12 repeater

Education Focused

The Source for Best-In-Class Knowledge

Formed from expert thought leaders in the field and backed by the best-in-class knowledge and know-how of The College, the Center offers information, programs, and education that focus on this underrepresented but growing part of our communities.

Two men talking
cb12 repeater

About the ChSNC®

Specialized Knowledge Focused on Solutions

The ChSNC® Program is designed to provide financial professionals with the specialized skill and advanced knowledge to champion individuals living with disability, their caregivers, and families with honesty, ethics, and compassion.

Learn More
A group of people talking
cb31 stats

A Growing Need

26%

Of adults have some type of disability.1

85%

Of caregivers have no plan to address physical, emotional, and financial responsibilities.2

62%

Of caregivers report feeling overwhelmed by financial stress.2

cb9 features resources - V1

Learn More About Our Work

cb23 donor tiers

Our Partners in Philanthropy

Center Founding Partner & Sponsor

National Strategic Philanthropic Partners

National Philanthropic Partners

footnotes

1 CDC.gov. Disability Impacts All of Us. September 16, 2020.

2 Fidelity Investments®. American Caregivers Study. 2021.