Donor-Advised Funds
responsible financial planning
Creating a Legacy of Faith, Family, and Future
A Donor-Advised Fund (DAF) is a flexible, tax-advantaged way to practice long-term, hands-on philanthropy. With a DAF, you recommend grants to charitable organizations during your lifetime — and your generosity can continue well beyond it.
Legacy giving is more attainable than many people realize. A DAF allows you to support ministries you care about while also engaging in responsible financial planning for your family and estate.
Plant the Seeds of Generosity
What is a Donor-Advised Fund?
A DAF is a charitable investment account dedicated to supporting nonprofits whose missions align with your values. Contributions to your fund are invested and grow tax-free, allowing you to expand your impact over time.
Unlike a private foundation, a DAF:
- Has no annual distribution requirement
- Avoids complex legal and administrative burdens
- Provides a cost-effective, flexible way to manage charitable giving
All investments follow Catholic Socially Responsible Investing guidelines,
ensuring your philanthropy remains aligned with your faith.
mission for generations
How a Donor-Advised Fund Works
Give
- Open a DAF with a minimum contribution of $25,000
- Make contributions as often as you wish — all are tax-deductible
- Manage all your giving through one streamlined vehicle
Grow
- Funds grow tax-free in professionally managed portfolios
- Investments uphold Catholic values
- Many donors actively use their DAF while building long-term resources
Grant
- Recommend grants to any 501(c)(3) nonprofit whose mission does not conflict with Catholic teaching
- Option to make anonymous grants
Plant the Seeds of Generosity
Why Choose a Donor-Advised Fund?
- Sustains charitable giving over a lifetime — and beyond
- Simple, flexible, and easy to establish
- Tax deduction for every contribution
- Reduces capital gains when donating appreciated assets
- Low-cost alternative to a private foundation
- No required annual distribution
- Administrative activity is fully handled for you
- Rooted in Catholic values and service
MINISTRY SUPPORT
Invest With Purpose. Give With Faith.
Your DAF becomes a living expression of your values — supporting ministries and causes that reflect your faith,
strengthen families, and uplift the Catholic community.
