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Make a Gift From My DAF

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Donor Advised Fund

Thank you for considering a DAF gift to us. Whether you wish to make a DAF gift to us from another organization, set up your DAF with us, or make a gift from your DAF held at the Community Foundations of the Hudson Valley, we can help!

If you would like to make a gift from your DAF at the Community Foundations of the Hudson Valley, this can be done through your Fund Advisor Portal which you will find by selecting "Manage My Fund" on our home page. You may also call us to recommend a gift from your DAF. If you would like to notify us of your generous gift to the Community Foundations of the Hudson Valley from another institution, please complete the Notify us of your DAF Gift section.

A donor advised fund (or DAF) might be a great solution for you. You can use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.

Donor Advised Fund
Stock or Cash
Donor Advised Fund
CFHV
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You enjoy several benefits with your donor advised fund

  • Establish a flexible vehicle for annual charitable giving
  • Benefit from a more tax and cost efficient alternative to a private foundation
  • Obtain a charitable income tax deduction in the year of your gift

How a donor advised fund works

  1. You make an initial, irrevocable gift of cash or stock to fund a DAF at The Community Foundations of the Hudson Valley.
  2. The assets in your DAF grow tax-free.
  3. You make annual recommendations on gifts to be made from your DAF.

Create Your Fund with These Easy Steps

I'd like to open a DAF today with a gift of $5,000 or more

1. Open your fund with a gift and receive an immediate charitable gift deduction. Make tax time easier - with just one tax receipt for your gift of cash, appreciated stocks, bonds, mutual funds or real estate.

2. Complete a simple fund agreement with the Community Foundations. You will have online access to your fund, allowing you to add to your fund and review your fund's history and investment performance. We will send you quarterly statements that summarize your fund's activity. Review a sample fund agreement here.

3. Invest your fund to grow your donation tax-free. Your fund is invested and can grow tax free as part of our general endowment fund or socially responsible endowment fund. For funds over $500,000 you can recommend your preferred investment manager. Low annual administrative and investment fees are typically 1.38-1.68% of the fund value.

4. Enjoy the fruits of your philanthropy and let us handle the details. We will issue grants or scholarships in the name of your fund. If you prefer, your giving can be anonymous.

CONTACT US

Contact us

If you have any questions about donor advised funds, please contact us. We would be happy to assist you and answer any questions you might have.

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