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Donor Advised Fund

Donor Advised Fund
Stock or Cash
Donor Advised Fund
Univest
Donor-Advised Fund
A donor advised fund (DAF) is a simple and effective way to fulfill your philanthropic objectives while creating a lasting legacy for generations to come.

A DAF is often used by donors in one of three ways:

  1. One time gift of appreciated assets for immediate or scheduled distribution to charity.
  2. Centralizing the mechanics of executing the donor's annual giving program.
  3. As a substitute for a formal private foundation where family gifts are intended to be made over a period of years.

Donor benefits

  • Immediate tax benefits and maximum savings.
  • Maintain control over placement and distribution of funds.
  • Avoid capital gains tax on sale of appreciated assets.
  • Contribute to overall mission of a charitable organization.

To set up a DAF, click here to access the donor application.

How to make gifts from a DAF?

Once you have identified a charity to receive a gift or gifts from your DAF, please complete the Grant Recommendation form and submit to Univest Foundation via email, mail or fax. The arrangement is flexible; donors can choose to set up recurring gifts automatically made from their fund or make gift recommendations whenever they prefer.

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