Donor-Advised Funds

Recommend a gift now to Community Partners International through your donor-advised fund (DAF) using DAF Direct. DAF Direct providers include:

Fidelity Charitable
Schwab Charitable
BNY Mellon

You can also recommend your gift to Community Partners International through your DAF directly on the DAF Direct website here.

(Please note that by using the DAF Direct widget or website link you will be taken to the DAF Direct website or your DAF sponsoring organization website where you can make tax-deductible charitable donations of cash, publicly-traded stock and, in some cases, certain liquid assets, to Community Partners International)

If your DAF is managed through a sponsoring organization that is not included in DAF Direct’s list of providers, please contact your DAF sponsoring organization directly to recommend your gift using Community Partners International’s Tax ID #94-3375666.

To learn more about making a gift to Community Partners International using a donor-advised fund, please contact us.

What is a donor-advised fund?

A donor-advised fund (DAF) is a type of giving program that allows you to combine the most favorable tax benefits with the flexibility to easily support your favorite charities. An increasingly popular charitable vehicle, DAFs are an excellent way to both simplify your charitable giving and facilitate your strategic philanthropic goals.

How does it work?

Discuss the benefits of opening a DAF with your tax professional and investment advisor.
Open a DAF with an investment organization or community foundation.
Establish your DAF by making an irrevocable, tax-deductible donation to a public charity that sponsors a DAF program.
Advise the investment allocation of the donated assets (any investment growth is tax-free).
Recommend grants to qualified public charities of your choice.

What are the main advantages of a donor-advised fund?

Simplicity – The DAF sponsor handles all record-keeping, disbursements, and tax receipts.
Flexibility – Timing of your tax deduction can be separate from your charitable decision making.
Tax-efficiency – Contributions are tax-deductible and any investment growth in the DAF is tax-free. It is also easy to donate long term appreciated securities, eliminating capital gains taxes and allowing you to support multiple charities from one block of stock.
Family legacy – A DAF is a powerful way to build or continue a tradition of family philanthropy.
No start-up costs – There is no cost to establish a donor-advised fund.
However, there are often minimum initial charitable contributions to establish the DAF (typically $5,000 or more). **
No transaction fees – Once approved, 100% of your recommended grant goes to your qualified public charity of choice. **
Privacy if desired – Donors may choose to remain anonymous to the grant recipient.

** Sponsoring organizations generally assess an administrative fee on the assets in a DAF. These fees vary by sponsoring organization.