Donor-Advised Fund

A donor advised fund is a type of giving program administered by a third-party sponsoring organization (e.g., the Fidelity Charitable Gift Fund, the Goldman Sachs Philanthropy Fund, and the Schwab Charitable Fund) that allows you to combine the most favorable tax benefits with the flexibility to support your favorite charities.

Created for managing charitable donations on behalf of an organization, family, or individual, DAFs are an excellent way to both simplify your charitable giving and facilitate your strategic philanthropic goals.

Donors can make gifts of cash, stock, and other assets to the DAF. The donor receives an immediate tax deduction when the contribution is made. However, distributions from the DAF are not required immediately. Donors may take time to research and select grants of specified amounts to the charities of their choice before advising their DAF administrator to make a gift. You can also choose to have any remaining DAF funds distributed to CAI after your lifetime by naming CAI as a beneficiary of all or a portion of remaining funds.

For more information call 406.585.7841 or email us at grants@centralasiainstitute.org.