Donor Advised Funds

  • What is a Donor Advised Fund?

    A Donor Advised Fund (DAF) is a philanthropic vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax benefit, and then recommend donations (grants) from the DAF over many years.

  • What can be donated to a DAF?

    Donors most commonly contribute appreciated assets like stocks, mutual funds, or real estate. Other assets could include bequests, proceeds from insurance policy, or named beneficiary of an IRA or 401(k) retirement account. Cash can also be donated to create a DAF.

  • What is the triple bottom line?

    Projects satisfy the triple bottom line standard when they result in social, environmental, and economic benefits. Our DAFs allow strategic philanthropists/investors to finance green upgrades in multifamily affordable housing (MFAH) or clean energy projects in disadvantaged communities (DAC) that provide the following triple bottom line benefits:

Benefits of Creating a DAF

Avoid capital gains tax on donated appreciated assets.

Create the desired impact on the issues most important to you through grants from your DAF.

Receive an immediate tax deduction on the value of the donated assets.

Donated capital grows while creating additional impact through investments made by TBL Fund and the grants funded by you

Ready to make a lasting impact and generate triple bottom line returns?

Contact us today to set up your own DAF!

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