Donor Advised Fund

An Alternative Way to Give

You may already have a donor-advised fund (DAF), or you may be thinking about setting one up. With a DAF, you make your charitable gifts to a single entity that controls the DAF, known as the sponsoring organization, and then make recommendations to the sponsoring organization for further charitable grants from your fund.

This gives you the flexibility to recommend how much and how often money is granted to the Rosicrucian Order and other qualified charities by simply making recommendations to the DAF’s sponsoring organization, rather than facilitating individual donations to multiple charities yourself. You can recommend a one-time grant to make an immediate impact or recurring grants to use your DAF as a tool for future charitable gifts. We hope you will consider putting your DAF dollars to work at the Rosicrucian Order.

You can also create a lasting legacy by naming the Rosicrucian Order as a beneficiary of the entire DAF; or create a family legacy of giving by naming your loved ones as your successor so they can continue recommending grants to charitable organizations. You could accomplish both of those goals by naming charities such as the Rosicrucian Order as beneficiaries for a percentage of the fund and naming your loved ones as your successor for distributing the rest. Contact your fund administrator for a beneficiary form.

It is important to contact your fund administrator to explore the tax advantages of their DAF, the fees involved, and any limitations on how gifts from the DAF are used. Please contact the Rosicrucian Order to determine if a new or existing DAF is the best way for you to support the Order’s work and achieve your specific goals.

An Example of How It Works

James and Nancy 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, James and Nancy recommend grants for the Order (which they’ve supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which James and Nancy named in honor of Nancy’s mother. They name the Order as the beneficiary to receive the account balance after their lifetimes. James and Nancy are delighted to start this personal legacy of giving.

Fund Your Donation With:

• Appreciated Securities
• Gift of Cash
• Real Estate