Donor-advised funds (DAFs) have become one of the most popular tools for managing charitable giving. Yet many clients—and even some advisors—don’t realize they can access a more personal, connected version of this tool through their local Community Foundation.
Take the hypothetical example of Debbie Jones, a client who opened a DAF at a national financial institution because it was the default option. Debbie loved supporting her favorite charities and involving her grandchildren in giving decisions, but she wanted to feel more connected to her community. When her advisor explored options with the Community Foundation, Debbie discovered she could transfer her fund locally with ease—keeping all the benefits she valued, like online access, tax reporting, and administrative simplicity.
What changed was the level of service and engagement. At the Community Foundation, Debbie gained a philanthropic partner. She received tailored guidance, research on local nonprofits, and opportunities to involve her family in meaningful conversations about values and legacy. When she considered complex gifts like appreciated real estate, the Foundation coordinated with her legal and tax advisors to make the process seamless. Plus, administrative fees stayed in the region, strengthening the community she cared about.
For advisors, the transition was straightforward and tax-neutral. The result? A client who feels more connected, an advisor with a trusted partner, and a community that benefits from informed, engaged philanthropy.Learn More:
Fund Partner Stories:
- Linda Carr, A New Fund Partner's Perspective
- ANSER, ANSER Community Giving Fund honors long-time Board Member
- Beth Wadle, A Legacy of Encouragement and Giving: Beth and Jim’s Story
- Benton Fisher, Bridging the Gap: The Impact of ‘Last Dollar’ Scholarships
If you have clients seeking deeper purpose and local impact, we’re here to help. This email address is being protected from spambots. You need JavaScript enabled to view it. to learn how a donor-advised fund at the Community Foundation can make more possible.
Questions?
Questions?
