Donor Advised Funds
Support FriendsPDX with a Donor-Advised Fund
DAF Direct facilitates grant recommendations from donors of Fidelity Charitable®, Schwab Charitable®, and the BNY Mellon Charitable Gift Fund®. To do so:
1. Request a grant distribution through your DAF sponsor.
2. Use our EIN # 93-1098105
3. Indicate whether your gift is unrestricted or designated to a specific cause (e.g. general operations and annual gift). You can also designate FriendsPDX as a beneficiary for your donor advised fund.
How it works?
After making a gift to a donor-advised fund, you will receive a tax deduction for the year the gift is made. Once your contribution is made, the sponsoring organization has legal control over the funds. You, as the contributing donor, can make grant recommendations to the charity of your choice.
DAFs cannot be used if you have or will receive benefits, event tickets, or auction items in return.
What Are the Benefits of a DAF?
Through a DAF, you can dedicate your charitable dollars to work in easy, cost-effective ways. You can benefit from tax relief while still supporting FriendsPDX immediately or over time. Additional benefits include:
- Simple to establish
- Flexible funding options
- Easily Accessible
- Tax advantage
- Typically requires no minimum distribution
- Anonymous granting
- Investment options
New to DAFs? Scroll up for instructions.
DAFs cannot be used if you have or will receive benefits, event tickets, or auction items in return.
If you have questions or would like assistance, please contact David Jordan, Director of Development.