Ohio University Foundation Donor Advised Funds
Simplify Your Giving
A Donor Advised Fund set up through the Ohio University Foundation is your own charitable fund, named after you and administered by us. Once your fund is created, you can make contributions, which we will invest to benefit Ohio University and the causes you care about. You can advise us to make grants from your fund to support the work of Ohio University and your favorite charitable causes.
How a Donor Advised Fund Works
- You make an irrevocable gift to establish the fund.
- You or another named individual becomes the DAF advisor.
- The advisor can recommend how the asset is invested and the asset grows tax-free.
- The advisor then recommends grants to organizations that qualify to receive tax deductible donations and funds are distributed.
Benefits of a Donor Advised Fund
You may be entitled to take an immediate income tax deduction each time you make a gift. Contributions of appreciated capital assets avoid capital gains taxes.
You can make grants when and where you want. Take your time deciding how to designate your grants. There is no deadline for making distributions.
A DAF is easy to set up and helps you avoid the extensive bookkeeping and check-writing that is often involved in charitable giving.
You can make gifts to your DAF using cash, appreciated securities and a variety of other assets.
You can make a gift of one large asset to fund multiple charitable interests.
You can designate your grants anonymously if you wish.
You can share family values and engage your family in the journey and joy of generosity.
To discuss establishing a Donor Advised Fund, contact us. We would be happy to assist you and answer any questions that you have.
Kelli L. Kotowski
Assistant Vice President, Gift Planning
Tim J. Gartland
Director, Gift Planning