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Visit DAF Website
Selecting this option will show the website address and telephone number of the DAF organization in the next section.
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Mail a DAF Gift Letter
Selecting this option will provide input fields to collect information to create a personalized DAF letter for mailing in the next section
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Notify us of your DAF gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your DAF gift.
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Thank you for considering a DAF gift to us. Click on the website link to your DAF provider. It will take you to a third party website. You may be able to log in and recommend a grant to the Chesapeake Bay Foundation. Another option is to call your DAF provider to recommend a DAF gift. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. |
Notify us of your DAF gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your DAF gift.
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Thank you for considering a DAF gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. |
Donor Advised Funds
Donor Advised Funds (DAF) allow you to manage your charitable giving simply and efficiently. If you support multiple organizations, or if you want to secure a charitable deduction now and designate beneficiaries later, a DAF may work for you. DAFs can be established with a number of entities, including community foundations and financial services companies.
If you're looking for a way to benefit CBF both now and in the future, you may use a DAF to direct gifts to CBF during your lifetime and, when you pass away, your children can carry on your legacy of giving.
How it Works
- You establish a DAF with your local community foundation or preferred financial services company.
- You make an initial gift of cash or stock to the DAF and receive an immediate charitable deduction.
- You make annual recommendations on gifts to be directed from your DAF to CBF or other qualified charities you support.
- When you pass away, your children may recommend charitable gifts from your DAF for a number of years.
Benefits of a DAF
- A flexible, easy way to establish a centralized vehicle for charitable giving.
- Tax-efficient lower cost alternative to a private foundation.
- Tax savings from a charitable tax deduction in the year of your gift.
- Ability to direct your charitable gifts over several years.
Planned Gifts From Your DAF
You may be able to gift funds that remain in your DAF at the end of your life to CBF through a "payable on death" or "transfer on death" beneficiary designation. Ask your DAF administrator for more information.
Learn More
It's easy to get started with opening a DAF account and recommending gifts to CBF. Contact us to learn more about DAF benefits and planning.
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