Donor-Advised Funds are investment accounts that are permanently designated for qualified charitable purposes. Many people find that Donor-Advised Funds, also called DAFs, are an easy and effective way to make a tax-wise philanthropic impact.

DAFs give you the flexibility to:

  • Make a contribution of cash, appreciated stock, and/or complex assets
  • Receive an immediate tax deduction (subject to IRS AGI limitations)
  • Invest your contributions tax-free, potentially amplifying your ability to make an impact
  • Recommend grants to your favorite charities – like Catholic Extension – whenever you’re ready.

You can even incorporate your DAF into your legacy planning by making a bequest to your DAF, naming your DAF as the beneficiary to your assets, and/or by naming a charity like Catholic Extension as the successor advisor to your DAF.

The Impact of DAF Gifts to Catholic Extension

Making a grant to Catholic Extension from your Donor-Advised Fund will make a dramatic difference for poor Catholic faith communities without jeopardizing your savings or taking a loss on your assets.

Your generous gift would:

  • Support vibrant and transformative Catholic faith communities and
  • Have a meaningful impact on our nation’s most vulnerable populations

How to Make a Gift from Your Donor-Advised Fund

Log in to your Donor-Advised Fund account today and recommend a grant to the Catholic Church Extension Society of the United States of America, EIN 36-6000520.

If you have a Donor-Advised Fund with Fidelity Charitable, Schwab Charitable or BNY Mellon you may also use the DAF Direct tool to easily recommend a grant to Catholic Extension.

Please contact Laura Garlock or your financial advisor for more information about opening or giving from a Donor-Advised Fund at the nonprofit institution of your choice.

Contact

Laura Garlock
Director of Development
804-205-5186
lgarlock@catholicextension.org