Donor Advised Funds

A Donor Advised Fund (DAF) is a charitable giving account that allows individuals, families, or businesses to set aside funds specifically for charitable purposes. Donors contribute assets to the fund and then recommend grants to nonprofit organizations over time.



Many donors appreciate DAFs because they provide simplicity, flexibility, and tax advantages while allowing them to support causes they care deeply about.

How Donor Advised Funds Work

1. A donor contributes cash, stocks, or other assets to a Donor Advised Fund managed by a sponsoring organization such as a community foundation, financial institution, or charitable sponsor.
2. The donor receives an immediate charitable tax deduction for the contribution.
3. The funds can be invested and grow tax-free within the account.
4. At any time, the donor may recommend grants from the fund to qualified charities, such as Angel of Hope Animal Rescue.

Benefits of Donor Advised Funds

• Simple giving: Grants can often be made online in minutes.

• Tax efficiency: Donors receive an immediate tax deduction for contributions.
• Flexibility: Grants can be made over time to multiple charities.
• Strategic philanthropy: Families can involve multiple generations in charitable decisions.
• Potential growth: Assets in the fund can grow tax-free until distributed.

Supporting Angel of Hope Through a DAF

Donors who have a Donor Advised Fund can recommend a grant to Angel of Hope Animal Rescue at any time.

These grants help support:

• Veterinary care for rescued animals
• Shelter and daily care
• Rescue and adoption programs
• Community education and outreach
• Lifesaving medical treatments

DAF gifts are a powerful way for donors to make an immediate impact while planning their charitable giving thoughtfully.

How to Recommend a Grant

To recommend a grant from your Donor Advised Fund, simply log in to your DAF provider and search for:

Angel of Hope Animal Rescue
Federal Tax ID (EIN): 81-0572205

Once approved by your DAF provider, the grant will be sent directly to Angel of Hope Animal Rescue.

Notify Us of Your Gift

If you recommend a grant through your Donor Advised Fund, we would love to hear from you. Letting us know allows us to properly acknowledge your generosity and ensure your gift supports the programs you care about most.

IMPORTANT NOTICE

This information is provided for educational purposes only and is not intended as legal or tax advice. Please consult your attorney, financial advisor, or tax professional to determine how a gift of property may affect your personal financial situation.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Luebeck Geisler Hamm Wealth Management, Inc. and JWC/ JWCA are unaffiliated entities.

The information contained in this material does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of Luebeck Geisler Hamm Wealth Management, Inc., JWC or JWCA. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. Investments and strategies mentioned may not be suitable for all investors. Luebeck Geisler Hamm Wealth Management, Inc. and JWC/JWCA do not provide tax or legal advice. Always discuss any tax or legal matters with an appropriate professional.

Thoughtful charitable planning can make a meaningful impact. If you would like more information, donors are encouraged to consult with their financial or tax professional to determine appropriate charitable giving strategies. If you do not currently work with a financial professional, you may reach out to Connor for general information on charitable planning concepts.