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Donor Advised Funds

Give from a Donor Advised Fund (DAF)

A donor advised fund (DAF) is a type of giving fund administered by a third party that allows you to combine favorable tax benefits with the flexibility to easily support Sempervirens Fund. It is created to manage your charitable donations. An increasingly popular charitable vehicle, DAFs provide a way to simplify your charitable giving. DAFs allow you to give cash, stock and other assets and receive a tax deduction when the contribution is made. Then, you may use the fund to grant specific amounts to Sempervirens Fund over time.

How it Works

  • Establish your Donor Advised Fund by making an irrevocable, tax-deductible donation to a financial company that operates a DAF program, like Vanguard, Fidelity, Schwab Charitable*.
  • Determine the investment allocation of the donated assets (any investment growth is tax-free).
  • Recommend grants to Sempervirens Fund whenever you wish to make a gift. We advise entering Sempervirens Fund’s full legal name or employer identification number (EIN) 94-2155097 when searching a DAF charity database.

*Financial institutions generally charge an administrative fee on the assets in a DAF. These fees vary by sponsoring organization.

You can also use this tool to get started:

What Can My Donor Advised Fund Do for Sempervirens Fund?

DAFs provide a flexible, low-cost method of giving support for our work to protect redwood forests. These gifts are an essential part of the lasting change we make these Santa Cruz Mountain forests and the wildlife that call them home.

You may also name Sempervirens Fund as the beneficiary of the fund during your legacy planning.

For questions or more information contact us.

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