Donor Advised Funds For
Your Philanthropy Goals
Take advantage of one of the most flexible, tax-efficient, and seamless accounts to conduct charitable giving and personal philanthropy.
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Athletes Resources
What Is A Donor Advised Fund (DAF)?
DAFs serve as a public charity, where the 501(c)(3) is the sponsoring organization responsible for administering, managing, and monitoring individual accounts. After contributing cash, complex assets, or appreciated stocks, you recommend grants at periods that align with your objectives. Leverage hard-to-value, complex assets:
- Stocks & Bonds
- Marketable Securities
- Mutual Funds
- Life Insurances
- Retirement Accounts
- Private Equity
- Cryptocurrency
- Patent Rights
- Real Estate
- ETFs
Start Building Your Legacy With Tax-Efficient Options
Make a tax-deductible gift to your preferred university to establish a DAF account immediately. Then, advise on how schools should use and distribute funds long-term. During this period, your donation is invested in other assets and vehicles to support the university’s growth and broader initiatives.
Tax-Deductible Contributions
Appreciated Stocks Assets
Tax-Free DFA Growth
Expert Advise On Grants
Support Your University With Donor Advised Funds
DAFs provide a straightforward, simple, and tax-efficient approach to support the schools & causes that matter most to you. As the sponsor, you recommend grants directly from your account – which can be used to fund academic scholarships, groundbreaking research, athletics programs, and new facilities.
Penn State Advised Fund Giving
Compare Penn State donation levels, request requirements, current campaigns and causes. Support academics, athletics, students, athletes, and campuses – while building your lasting legacy.
Ohio State NIL Donation Options
Empower students, athletes, players, coaches, and athletic facilities with Ohio State NIL donations. Explore ways to contribute with DAFs or Ohio State’s Buckeye Sports Group.
Michigan State University Support
Support student success, athletic departments, and university communities through Michigan State donations. Meet with Hudson Valley Wealth Management to learn about options & requirements.
Rutgers University Charitable Gifts
Fund internships, scholarships, program enrichment, and student success with donations to Rutgers University. Donor advised funds provide an immediate tax deduction – while assets grow.
Oregon State Donation Requests
Transfer appreciated securities, investment portfolios, real estate holdings, or tangible assets with Oregon State donations. Benefit from flexibility, early legacy planning, and fee-only advice.
How Do Donor-Advised Funds (DAFs) Work?
Before you open a donor-advised fund and start making charitable contributions and grant recommendations, you should understand how DAF accounts work. Here’s a summary to help you get started on your charitable investment & succession plan:
- Establish Your Donor-Advised Fund Account
- Take An Immediate Tax Deduction
- Invest For Tax-Efficient Growth
- Make Grants To Charitable Organizations & Private Foundations
- Support Charitable Purposes From Your Giving Account
Empower your favorite charities with grantmaking opportunities.
Is DAF Right For You?
Make An Impact • Boost Deductions • Pass On Values
After contributing cash, complex assets, or appreciated stocks – you recommend grants at periods that align with your objectives. Contact our certified Hudson Valley wealth managers to know when you can donate and grant resources as needed.
- Holding Highly-Appreciated Securities
- Looking To Leave A Lasting Charitable Legacy
- Unsure Of How To Sell Appreciated Assets
- Focused On Maximizing Available Tax Benefits
- Worried About Creating A Foundation
- Unsure Of How To Donate A Large Gift