WHAT IS A LEGACY DONOR ADVISED FUND?
A Donor Advised Fund (DAF) is an excellent method for maximizing and simplifying the giving
process. It is a fund that is administered by our ministry to manage charitable donations on
behalf of individuals, families, or organizations.
WHAT ARE THE BENEFITS OF A DAF?
Provides a timely tax benefit for your donation without having to make an immediate decision as to which charity or individual receives the support.
Affords flexibility as to the types of assets that can be contributed (cash, property, non-cash assets, securities, cryptocurrency, etc.).
Easy to set-up; does not require start-up fees or ongoing donor administration.
Can be personalized for family legacy giving.
Allows multiple donors to give to a single DAF.
Enables you to give to ministries in other countries while still receiving tax benefits on your U.S. income.
Allows you to support the ministry of an individual worker and still receive a tax benefit.
Benefits your estate plan by reducing tax obligations owed by your estate.
Allows you to respond to changing estate and gift tax rates.
Permits flexibility in adjusting your estate plan’s charitable goals.
Permits you to give anonymously. When you make a contribution, Legacy will take ownership, and you will retain advisory privileges for which charities are supported.
Meets the requirements for most corporate gift-matching programs.
Allows for assets to be invested to grow available funds
WHY GIVE TO A LEGACY DAF INSTEAD OF DIRECTLY TO A
MINISTRY?
Legacy possesses the financial and legal structure as well as real estate and tax expertise
needed to handle most types of gifts. Many ministries do not. Gifting assets directly to a charity
can sometimes present unforeseen dificulty. However, when you gift through a DAF, Legacy will
handle associated processes or requirements and then distribute the proceeds to the charity
you have designated.
WHAT ARE THE ESTATE PLANNING AND TAX BENEFITS?
A DAF allows you to make changes to your estate plan, without having to change your will or
trust. It also allows you to avoid capital gains tax on appreciated assets you contribute, maximize deductibility of your donations, and simplify your record keeping.