GIVING FROM YOUR DONOR-ADVISED FUND

A Donor-Advised Fund (or DAF) might be a great solution for you.

How It Works

  • You make an initial, irrevocable gift of cash or stock to fund a DAF at a sponsoring organization.
  • The assets in your DAF grow tax-free.
  • Name Hospice SLO County as a beneficiary of your DAF.
  • Have your fund advisor help you designate us to receive all or a portion of the balance of your fund upon your death.
  • The balance in your fund passes to Hospice SLO County when the fund terminates.
    • You can also make a grant to us at any time during your life from your DAF.
    • You can also make annual recommendations on gifts to be made from your DAF.

Benefits

  • 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.
  • You can make one larger gift to a DAF and then recommend grants to us and other nonprofits.
  • You can direct your gift to a particular purpose (check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.
  • Benefit from a more tax and cost-efficient alternative to a private foundation.
  • Obtain a charitable income tax deduction in the year of your gift.

Contact Us

Please contact us if you have any questions about how to make Hospice SLO County a beneficiary to your donor-advised fund or to request any additional information that might be helpful to you and your attorney as you consider your estate planning.

If you have included Hospice SLO County in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.