DONOR ADVISED FUNDS

AND POMEROY CENTER

 

The DAF Direct widget will take you to your Donor Advised Fund for:

  • Fidelity Charitable

  • Schwab Charitable

  • BNY Mellon

Or click below for one of the following and make Pomeroy Center your Donor Advised Fund charitable designation.  

American Endowment Foundation

National Christian Foundation

UBS

Vanguard Charitable

Jewish Communal Fund

Silicon Valley Community Foundation

Renaissance Charitable Foundation 

National Philanthropic Trust

Northern Trust

Raymond James Charitable

Ayco Charitable Foundation

*Please note that the IRS prohibits the use of Donor Advised Funds where more than an incidental benefit is received by the donor in return (e.g. event table/tickets, purchase of auction items). This prohibition applies regardless of whether the donor pays separately for the benefits received (i.e. the “non-deductible” amount). All table/ticket and auction purchases therefore must be funded personally outside of a Donor Advised Fund. For further guidance, please consult with your Donor Advised Fund administrator.

WHAT IS A DONOR-ADVISED FUND?

 

A donor-advised fund (DAF) provides donors with a centralized charitable giving vehicle. It allows philanthropically inclined individuals, families, and corporations to make an irrevocable charitable gift to a public charity that sponsors a DAF program and take an immediate tax deduction. Most sponsoring organizations of DAFs accept cash equivalents, securities, and certain other assets.

 

HOW DOES IT WORK?

  • 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.

 

MAIN ADVANTAGE OF A DAF

  • Simplicity—The DAF sponsor handles all recordkeeping, 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 several 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 the charity that sponsors a DAF program.

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© 2018 POMEROY RECREATION & REHABILITATION CENTER

207 Skyline Blvd, SF, CA 94132  | 415.665.4100

PRRC is a 501(c)(3) nonprofit. Our EIN is 94-1394025.

Thank you for your tax-deductible support!

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