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California State University, Fullerton

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Giving to CSUF

PlannedGIVING

  • Giving Home
  • Gift Options
  • About Bequests
  • Calculators
  • Bequest Language
  • News
  • Advisors
  • Contact Us
  • Planned Giving Menu
    • Giving Main
    • Gift Options
    • About Bequests
    • Calculators
    • Bequest Language
    • News
    • Advisors
    • Contact Us

Impact our
future through
PLANNED GIVING

Help CSUF achieve its goals for current and future generations. Find peace of mind through a wide variety of tax benefits.

Estate Planning Guide
E-newsletter
Tell Us About Your Gift

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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You are at: Planned Giving > Gift Options > How to Give > Donor Advised Fund

Cal State Fullerton. Another option is to call your DAF provider to recommend -->

Donor Advised Fund

Are you looking for a way to benefit Cal State Fullerton both now and in the future? Would you like to simplify your annual and lifetime charitable giving?

A donor advised fund (or DAF) might be a great solution for you. You can also use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.

Donor Advised Fund
Stock or Cash
Donor Advised Fund
CSUF
Charity image
Flowchart: Donor transfers stock or cash to a donor advised fund and the donor advised fund makes charitable distributions.

Benefits of a donor advised fund

  • Establish a flexible vehicle for annual charitable giving
  • Benefit from a more tax and cost efficient alternative to a private foundation
  • Receive an estate tax deduction and savings from your gift
  • Obtain a charitable income tax deduction in the year of your gift

How a donor advised fund works

  1. You make an initial, irrevocable gift of cash or stock to fund a DAF at Cal State Fullerton.
  2. The assets in your DAF grow tax-free.
  3. You make annual recommendations on gifts to be made from your DAF.
  4. When you pass away, your children may recommend charitable gifts from your DAF.

More on donor advised funds

A donor advised fund has several advantages when compared to a private foundation. The start-up time and cost are minimal for DAFs, and gifts to DAFs are generally deductible at fair market value. A DAF is also not subject to the distribution requirements and excise taxes faced by private foundations.

Contact us

If you have any questions about donor advised funds, please contact us. We would be happy to assist you and answer any questions you might have.

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California State University, Fullerton

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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.