Benefits to donors include:
Accounts can be established in the donorís family name,
allowing loved ones to be memorialized.
They are easy to establish with none of the
administrative headaches and fees of private family foundations.
They are flexible and allow the donors to recommend grant
recipients; both within the diocese as well as with other charities they
may wish to support.
Donorís can temporarily ďparkĒ charitable dollars at the
end of a tax year and receive a charitable tax deduction in the year
they make the gift(s).
Donors can add to their fund at any time and receive the
satisfaction of seeing their fund accomplish its objective during their
DAFs can be endowed, allowing donors to recommend
grants of earnings only or provisional, allowing donors to
recommend grants of both earnings and principal.
Additional information /
(in Adobe Acrobat (pdf) format)
Donor Advised Fund
Fund Distribution Request
If you have unanswered questions
someone to contact you about a gift to your parish or school, please
Notice: The Catholic Foundation
for the People of the Diocese of Rockford does not provide tax or legal
advice. Please consult your attorney or tax advisor
prior to entering into any gift planning arrangement.