Combine favorable tax benefits with the flexibility to easily support AG Bell.
A donor advised fund (DAF) is a type of giving fund administered by a third party that allows you to combine favorable tax benefits with the flexibility to easily support AG Bell. It is created to manage your charitable donations.
An increasingly popular charitable vehicle, DAFs provide a way to simplify your charitable giving. DAFs allow you to give cash, stock and other assets and receive a tax deduction when the contribution is made. Then, you may use the fund to grant specific amounts to AG Bell over time.
How It Works: Establish your Donor Advised Fund by making an irrevocable, tax-deductible donation to a financial company that operates a DAF program, like Vanguard, Fidelity, Schwab Charitable**, or your local community foundation.
Determine the investment allocation of the donated assets (any investment growth is tax-free). Recommend grants to AG Bell whenever you wish to make a gift. We advise entering AG Bells full legal name or employer identification number (EIN) ### when searching a DAF charity database.
