Donor-Advised Fund (DAF)
Giving Through a Donor-Advised Fund
Every dollar counts. Every gift matters.
A donor-advised fund (DAF) is a charitable investment account with a sponsoring organization that has immediate tax benefits and allows donors to recommend grants to qualified non-profit organizations over time. It makes managing your charitable contributions and fulfilling your philanthropic goals simple and easy.
What are some advantages of a donor-advised fund?
Simplicity: the donor-advised fund sponsor handles all record-keeping, disbursements, and tax receipts.
Flexibility: timing of your tax deduction can be separate from your charitable decision-making.
Tax-efficiency: contributions are tax-deductible, and any investment growth in the donor-advised fund is tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains taxes.
Family legacy: a donor-advised fund is a powerful way to build or continue a tradition of family philanthropy.
Please work directly with your investment advisor or donor-advised fund sponsor to initiate your gift.
What is a DAF succession plan and how do I create one?
A donor-advised fund succession plan states your wishes for the use or distribution of donor-advised funds remaining after your passing. Options include listing charitable organizations as residual beneficiaries, naming successor advisors, or allocating funds to the donor-advised fund sponsor (usually the default option). Your donor-advised fund sponsor can share the options specific to you and let you know how to indicate your preferences.
If you would like to name Historic Yellow Springs a beneficiary of your donor-advised fund, please contact Tim Compton, our Executive Director. Call him at (610) 827-7414, ext. 14 or sent him a message by clicking the link below.
As a registered 501 (c)(3) with a mission to share, preserve, and celebrate the unique living village of Yellow Springs while focusing on history, arts, education, and the environment, your gift has a significant impact on the advancement of this work. We are deeply grateful for your consideration and support! Your gifts make everything we do possible.
Historic Yellow Springs’ Tax Identification Number: 23-1920704
We encourage you to consult with your financial, tax, and/or legal advisor. We cannot offer tax or legal advice.
Frequently Asked Questions
We would love to know that your gift is on the way. Having your name and address, the intended gift amount, and any other information about where the gift originated helps us ensure attribution accuracy.
Yes! We provide you with an acknowledgement letter that documents our receipt of your gift. We encourage you to consult with your financial, tax, and/or legal advisor when including donation documentation for IRS purposes.
Want to have a conversation or make your gift intentions known? Tim Compton, our Executive Director, would love to hear from you or your broker. Either send him a message at tcompton@yellowsprings.org or give him a call at (610) 827-7414, ext. 14
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Other Unique Ways to Give
Give From Your IRA
If you are 70 ½ or older, you can make a direct transfer of up to $108,000 (in 2025) from your IRA to a qualified charity like HYS. Qualified Charitable Distributions (QCDs) can satisfy all or part of your Required Minimum Distribution (RMD) and are excluded from taxable income
Gifts of Stock
Donating appreciated stock is a winning strategy. When you donate your appreciated stock, mutual funds, or bonds to HYS, we sell your gift and use the proceeds to support the mission. You will not pay capital gains tax, and you may be eligible for a charitable income tax deduction.
Legacy Society
Include Historic Yellow Springs as a beneficiary of your estate in whichever manner you choose, and notify us of your commitment. It can remain confidential, and you retain the right to amend your estate plans at any time.
Matching Corporate Donations
If your company matches gifts that you make to the Historic Yellow Springs, it could double the value of your contribution! Let us help you search if you are unsure if your company matches.
Honor or Memorialize a Loved One
Your gift to Historic Yellow Springs can honor or celebrate the life of a special person. This is a wonderful way to help Historic Yellow Springs and to honor or memorialize a loved one.