The Rotary Foundation Donor Advised Fund

Donor Advised Fund

Like a Private Foundation, but Better…

A Donor Advised Fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to The Rotary Foundation 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.

You can also create a lasting legacy by naming The Rotary Foundation the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

Donor Advised Fund Basics

Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

An Example of How It Works

Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with The Rotary Foundation.

The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support.

After researching proposed Global Grants with their club leadership, Joe and Laura recommend grants for The Rotary Foundation (which they’ve supported for years) and ShelterBox. The Rotary Foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their daughter. Joe and Laura are delighted to start this personal legacy of giving.


Get More From Your

Donor Advised Fund

Ensure you’ve made the most of your Donor Advised Fund—for your family and for the Foundation. Click Here to Download the FREE guide Maximize the Impact of Donor Advised Funds.


Plus, Check out the following three Donor-Advised Fund Tools…