Tax-efficiency - Contributions are tax-deductible and any investment growth in the DAF is tax-free. It is also easy to donate long term appreciated securities, eliminating capital gains taxes and allowing you to support multiple charities from one block to stock.
Family legacy - A DAF is a powerful way to build or to continue a tradition of family philanthropy.
Privacy if desired - Donors may choose to remain anonymous to the grant recipient.
** Sponsoring organizations generally assess an administration fee on the assets in a DAF. These fees vary by sponsoring organization.
The sponsoring organization allocates the charitable contribution to the particular donor-advisor's DAF. The donor-advisor has the opportunity to name the DAF (e.g. The Jane Doe Fund).
The donor-advisor retains advisory privileges over the investment allocation for the DAF. Since the assets in the DAF belong to the sponsoring organization, any investment growth is tax-free. The investment options available vary by sponsoring organization.
The donor-advisor has advisory privileges over the disbursements made from the DAF. The disbursements are recommended by the donor-advisor, but must meet the grant making criteria of the sponsoring organization. Typically, disbursements may only be recommended to IRS-qualified public charities exclusively for the charitable purposes. Additionally, the donor may not receive any more than incidental benefits as a result of the disbursement.
Recommend a grant to Exponere Group in 4 Simple Steps.
Choose the public charity that sponsors your DAF from the DAF Direct drop down menu (see above).
In the "Amount" field, enter the dollar amount (USD) you recommend to be donated to ExG.
In the "Designation" field add Exponere Group.
Click next to complete your recommendation on the sponsoring organization website.
** The grant will be made to Exponere Group after approval from the sponsoring organization. We thank you for supporting our organization.