Donor-Advised Funds are investment accounts that are permanently designated for qualified charitable purposes. Many people find that Donor-Advised Funds, also called DAFs, are an easy and effective way to make a tax-wise philanthropic impact.
DAFs give you the flexibility to:
- Make a contribution of cash, appreciated stock, and/or complex assets
- Receive an immediate tax deduction (subject to IRS AGI limitations)
- Invest your contributions tax-free, potentially amplifying your ability to make an impact
- Recommend grants to your favorite charities – like Catholic Extension Society – whenever you’re ready.
You can even incorporate your DAF into your legacy planning by making a bequest to your DAF, naming your DAF as the beneficiary to your assets, and/or by naming a charity like Catholic Extension Society as the successor advisor to your DAF.
The Impact of DAF Gifts to Catholic Extension Society
Making a grant to Catholic Extension Society from your Donor-Advised Fund will make a dramatic difference for poor Catholic faith communities without jeopardizing your savings or taking a loss on your assets.
Your generous gift would:
- Support vibrant and transformative Catholic faith communities and
- Have a meaningful impact on our nation’s most vulnerable populations
How to Make a Gift from Your Donor-Advised Fund
Log in to your Donor-Advised Fund account today and recommend a grant to the Catholic Church Extension Society of the United States of America, EIN 36-6000520.
If you have a Donor-Advised Fund with Fidelity Charitable, Schwab Charitable or BNY Mellon you may also use the DAF Direct tool to easily recommend a grant to Catholic Extension Society.
Please contact Laura Garlock or your financial advisor for more information about opening or giving from a Donor-Advised Fund at the nonprofit institution of your choice.
Contact
Laura Garlock
Director of Development
804-205-5186
lgarlock@catholicextension.org