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Help CenterDonor Advised Fund (DAF) BasicsHow to Set Up a DAF Account

How to Set Up a DAF Account

Last updated November 15, 2023

Introduction:

Setting up a Donor Advised Fund is a straightforward process. This article guides you through the steps to establish your own DAF account.

Key Points:

  • Choose a Sponsoring Organization: Research and select a public charity that sponsors DAFs.
  • Initial Contribution: Make an initial deposit to the fund. This can be cash, stocks, or other assets.
  • Receive Tax Acknowledgement: Upon contributing, you'll receive a tax receipt for your donation.
  • Advise on Grants: Once your account is set up, you can start advising on how the funds should be distributed to charities.

Conclusion:

Creating a DAF account is a simple yet impactful way to manage your charitable giving. With a DAF, you gain flexibility in your philanthropic endeavors while enjoying tax benefits.

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