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Make a Gift From My DAF

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Donor Advised Fund

Are you looking for a way to benefit Holy Family Passionist Retreat Center both now and in the future?

Would you like to simplify your annual and lifetime charitable giving?

A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Holy Family Passionist Retreat Center and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

With a 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
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Benefits of a donor advised fund

  • Establish a flexible vehicle for annual charitable giving
  • Benefit from a more tax and cost-effective alternative to a private foundation
  • Receive an estate tax deduction and savings from your gift
  • Obtain a charitable income tax deduction in the year of your gift

How a donor advised fund works

  1. You make an initial, irrevocable gift of cash or stock to fund a DAF at a sponsoring organization or financial services company.
  2. The assets in your DAF grow tax-free.
  3. You make annual recommendations on gifts to be made from your DAF.
  4. When you pass away, your children may recommend charitable gifts from your DAF.

More on donor advised funds

A donor advised fund has several advantages when compared to a private foundation. The start-up time and cost are minimal for DAFs, and gifts to DAFs are generally deductible at fair market value. A DAF is also not subject to the distribution requirements and certain excise taxes faced by private foundations.

Make A Grant from Your DAF

A grant from your DAF can help support our efforts this year. Contact your DAF administrator and recommend that a grant be made in any amount to support our cause.

Your gifts make a difference. Join in our mission and help us continue our important work.

Contact us

If you have any questions about donor advised funds, please contact us. We would be happy to assist you and answer any questions you might have.

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IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to help support our organization by making a gift directly from their IRA.

Learn More »