Donor Advised Funds (DAF) DIRECT

What is a Donor Advised Fund?

 

A donor advised fund (DAF) is a charitable giving program that allows you to combine the most favorable tax benefits with the flexibility to support your favorite causes. If you have a donor advised fund, DAF Direct enables you to recommend grants to the Middleburg Humane Foundation, directly from your DAF.

How does it work?

  • Establish your Donor Advised Fund 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 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.
  • 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.

 

 

Contact Us

 

Middleburg Humane Foundation

P.O. Box 1238

Middleburg, VA 20118

 

Email Us

 

 

 

 

 

Appointment Hours:

 

Monday: Closed

Tues - Sat: 11am-5:30pm,

Sunday- Closed

 

All visits to the shelter are by appointment only, please.

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