Donor-Advised Fund
A Donor-Advised Fund (DAF) is a simple, tax-efficient way to support UP Land Conservancy while maintaining flexibility in your charitable giving. Whether you are interested in giving cash, appreciated securities, or other assets, DAFs allow you to contribute to our mission in a way that works best for you.
What is a DOnor Advised Fund?
A DAF is a charitable giving account that allows you to contribute assets to a fund and then recommend grants to qualified organizations, like UP Land Conservancy. This means you can enjoy the immediate tax benefits of your donation while having the flexibility to direct your gifts to causes you care about, either all at once or over time.
How to Give through your DAF
Establish Your DAF Account:
If you don’t already have a Donor-Advised Fund, you can open one through a sponsoring organization like Fidelity Charitable, Schwab Charitable, or locally at the Community Foundation of Marquette County to name a few.
Make a Contribution to Your DAF:
You can contribute a variety of assets to your DAF, including cash, stocks, bonds, or other investments.
Direct Funds to UP Land Conservancy:
Once your DAF is set up, you can recommend grants to UPLC at any time. You can choose to make a one-time donation or set up recurring contributions.
To recommend a grant to UPLC from your DAF, simply log into your DAF account and search for our organization by name or EIN number (38-3467972).
You may also contact your DAF sponsor to assist you with your gift.
Enjoy Tax Benefits:
When you contribute to your DAF, you may receive an immediate tax deduction for the value of your donation. If you donate appreciated assets (like stocks), you may also avoid paying capital gains taxes. Please consult your financial advisor or a tax expert to learn what benefits you could receive through DAF giving.
Why Give through your DAF
Tax Deduction:
When you contribute to your DAF, you may get an immediate tax deduction for the full value of your donation.
Flexibility:
You can decide when and how much to donate to UPLC. There's no rush to distribute all your funds at once, allowing you to plan your giving over time.
Asset Growth:
Your DAF account can grow tax-free, potentially increasing the amount available for your charitable giving.
Easy to Manage:
Many donors say managing their DAF is simple. You may be able to automatically direct your gifts without the administrative burden of having to set up individual donations each time.
UPLC does not provide legal, tax or accounting advice. Please consult your financial advisor or a tax expert to learn what benefits you could receive through DAF giving.
Contact Us
​​If you have any questions about making a donation through a Donor-Advised Fund, or need help getting started, please reach out to Hannah or Emily at uplc@uplandconservancy.org
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We appreciate your support and are here to assist you in any way we can!