Donor Advised Fund
Harness the Giving Power of a Donor Advised Fund
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Unitarian Universalist Association and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.
Take Action! Visit Your Fund
1. Recommend a grant
2. Impact the UUA
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You can also create a lasting legacy by naming the Unitarian Universalist Association the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.
Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.
An Example of How It Works
Alex and Dana want to give back to the causes that mean the most to them. They establish a 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 all the time they need to decide which charities to support.
After researching community needs with the foundation’s staff, Alex and Dana recommend grants for the UUA (which they've supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Alex and Dana named in honor of their daughter. Alex and Dana are delighted to start this personal legacy of giving.
Discover Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 65, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.