DONOR ADVISED FUND

You can simplify your charitable giving by establishing a donor advised fund at Silicon Valley Community Foundation. Hundreds of individuals and families partner with Silicon Valley Community Foundation, utilizing the community foundation’s services and expertise to make their giving easy and effective. In less than a day, you can open a donor advised fund, receive an immediate tax deduction and begin realizing your philanthropic dreams. Making an impact has never been easier or more rewarding. You also benefit from an array of donor services and benefits that come through working with the region’s leading provider of charitable solutions.

By creating a donor advised fund, you can organize all your charitable activities through one expertly-managed and cost-effective charitable vehicle. Your gift qualifies for an immediate tax deduction, and you can take your time deciding which organizations to recommend for grants.

Following are just a few of the benefits and services you receive with a donor advised fund:

• Expert staff with in-depth knowledge to help develop your charitable giving strategy and goals.
  
• Grants administration and processing. The foundation will issue checks to your chosen charities and handle deposits to the fund.
  
• Quick and easy online services, including the ability to recommend grants and review monthly fund statements through DonorConnect.
  
• Flexible and strategic investment options as part of our $1.9 billion portfolio.
  
• Exclusive educational and networking events for our donors and fundholders.
  
• An informative quarterly newsletter developed for our fundholders.
  
• The opportunity to name your donor advised fund. You may chose to name the fund for your family or a loved one. You also have the option to remain anonymous or assign a unique name reflecting your charitable mission and values.
  
• Quarterly printed fund statements upon request.
  
• The opportunity to create a family philanthropic legacy by naming a generation of successor advisors.

We also offer the opportunity for a permanent endowed fund. An endowed donor advised fund sets a yearly limit on grants from the fund at 5 percent of the fund’s value, ensuring that your fund will benefit the causes you care about in perpetuity. Naming opportunities are offered to those who create an endowed donor advised fund of $50,000 or more.

A donor advised fund may be opened with gifts of $10,000 or more. A variety of assets, including stock and real estate, may be used to open or add to a donor advised fund.

For more details or to get started immediately, review and complete our Establishing a Fund packet (PDF) and return it to the community foundation. A final document will be provided to be signed.

Contact us with questions or to learn more.