Donor-Advised Fund

Are you looking for a way to benefit Texas Presbyterian Foundation both now and in the future?

With a donor-advised fund (DAF) you can make gifts to charity during your lifetime and, when you pass away, your children can carry on your legacy of giving.

Donor-Advised Fund

Stock or Cash

Donor-Advised Fund

Charity

How it Works

1. You make an initial gift of cash or stock to fund a DAF at Texas Presbyterian Foundation.
2. You make at least annual recommendations on gifts to be made from your DAF.
3. When you pass away, your children may recommend charitable gifts from your DAF for a number of years.
4. At the end of the term, the remaining funds become an asset of Texas Presbyterian Foundation, which will help further its mission.

DAF Benefits

• A flexible easy to establish vehicle for charitable giving.
• Tax-efficient lower cost alternative to a private foundation.
• Estate tax deduction and savings for your gift.
• Tax savings from a charitable tax deduction in the year of your gift.

It's easy to get started with opening a DAF account and recommending gifts to Texas Presbyterian Foundation. Contact us to learn more about DAF benefits and planning.

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