What are the best ways to invest in your donor-advised fund?

By Rex Jones Dec 17, 2020 3 Min Read

When you choose to open a donor-advised fund, you’re making a conscious decision to dedicate some of your assets to generosity. It’s an exciting path to embark upon! But there are a lot of questions that come along with opening a DAF. Most commonly, what fund sources can be used to build a DAF?

CCF recommends that you consult with your personal financial advisor before making any decisions related to your assets. However, we wanted to list common fund sources that many of our donors use to build their funds. Talk with your financial advisor about these options.

Liquid assets

Many donors choose to populate their DAF with liquid assets. This is one of the easiest ways to start or add to your account. All you have to do is give our office a call and send the check in the mail. From there, we’ll process your request and quickly add the funds to your account. It’s that simple!

Appreciated stocks

If you’ve seen gains in your stock portfolio, you can invest those tax-free in your donor-advised fund. It’s also a simple process. Talk with your personal financial advisor and let them know which stocks you’d like to send to your donor-advised fund. Then, call our office to let us know about the upcoming sale, noting the type of stock and number of shares we should anticipate. This will help us direct the proceeds of the sale to your account.

Property

While property donations are less common, we have donors who like to give in this way. If you have property you’d like to invest in your DAF, talk with your personal financial advisor then give us a call. We can talk with you about the process and how to proceed.

Ultimately, choosing to give is an excellent decision, no matter the type of assets you choose to donate. If you want to make an impact through giving, creating a donor-advised fund is a great way to get started. We’d be honored to help you as you consider your giving options. To connect with the Christian Community Foundation, you can call our office at (901) 682-6201.