Our Top Free Resource
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitYou can recommend a grant or recurring grants from your donor advised fund (DAF) now to make an immediate impact or use your fund as a tool for future charitable gifts.
You can also create a lasting legacy by naming the University of San Francisco the beneficiary of the entire account or a percentage of the fund. Contact your fund administrator for a beneficiary form.
Ensure you’ve made the most of your donor advised fund—for your family and for USF. Download the FREE guide Maximize the Impact of Donor Advised Funds.
Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.
The couple receives a federal income tax charitable deduction for the amount of the gift. They also get the time they need to decide which charities to support.
After researching community needs with the foundation’s staff, Joe and Laura recommend grants for USF (which they’ve supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Joe and Laura named in honor of Laura’s mother. They name USF as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitThis comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My Kit