give through a donor-advised fund

You can give from your DAF in just three simple clicks thanks to our partnership with DAFpay. Use the DAFpay button below to recommend a grant directly from one of hundreds of DAF providers—including Fidelity Charitable, Schwab Charitable, and Vanguard Charitable. It’s fast. It’s easy. And it has an almost immediate impact on our mission delivery.

Not at all. It might take a longer for us to receive your generous support, but if you prefer, please do work directly with your investment advisor or DAF sponsor to initiate your gift. An advantage of DAFpay is that it:

• saves time and money;
• helps avoid lost checks, mailing delays, or gifts accidentally being submitted to the wrong organization or campaign; and
• makes us immediately aware that your gift was initiated and allows us to thank you via email if desired.

We’ll hear from your DAF provider directly when they transfer the gift. But we’d welcome the chance to learn of your intentions in advance of that so we can book the pledge and extend our appreciation! Feel free to share your plans with Cathy Greenland, our director of individual giving. (Scroll to her contact information below.)

Yes! We will provide you with an acknowledgement letter that documents our receipt of your DAF grant. But, because you will have received a tax deduction when you made your irrevocable gift to your DAF sponsor, our letter will not include donation documentation for IRS purposes.

What is a donor-advised fund?

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 DAF is tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains taxes.
• Family legacy: a DAF is a powerful way to build or continue a tradition of family philanthropy.

What is a DAF succession plan and how do I create one?

A DAF succession plan states your wishes for the use or distribution of DAF funds remaining after your passing. Options include listing charitable organizations as residual beneficiaries, naming successor advisors, or allocating funds to the DAF sponsor (usually the default option). Your DAF sponsor can share the options specific to you and let you know how to indicate your preferences.

If you would like to name Natural Lands a beneficiary of your DAF, please contact Kersten Appler, our director of planned giving. Call her at 610-353-5587 ext 313 or send her a message.
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