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, AMORC 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

Robert and Donna have long drawn deep spiritual nourishment from the Rosicrucian Order, AMORC—a path that has guided and uplifted them through life’s many chapters. Wanting to give back in a meaningful way, they establish a $25,000 donor-advised fund with a community foundation.

This gift not only provides them with a federal income tax charitable deduction, but also the time and flexibility to thoughtfully determine where their support will have the most lasting impact.

After reflecting on the values that have shaped their lives, and with support from the foundation’s staff, Robert and Donna recommend grants to the Rosicrucian Order, AMORC and to a local food bank—honoring both their spiritual roots and their commitment to community care. The foundation distributes the funds through the Family Fund, and they name the Rosicrucian Order, AMORC as the beneficiary to receive the remaining balance after their lifetimes.

For their family, this legacy is more than philanthropic—it is a tribute to the enduring light that the Rosicrucian path has brought into their lives.

Fund Your Donation With:

• Appreciated Securities
• Gift of Cash
• Real Estate