Donor Advised Funds

A donor advised fund (DAF) allows you to integrate charitable giving into your overall financial plan. If you already use a DAF, you can recommend a grant to support Heritage at any time.

DAFs provide immediate tax benefits when contributions are made, and they allow you to support your chosen charities on a timeline that fits your giving goals. You may give from a DAF using cash, appreciated securities or other eligible assets.

If you would like to recommend Heritage as a recipient through your donor advised fund, simply use our legal name and charitable registration number when submitting your recommendation.

Contact

For more information, please feel free to contact our Donor Development department. We are happy to help.

The information provided on this page is for general educational purposes only and is not intended as legal, financial or tax advice. Each individual’s situation is unique, and laws and regulations may change over time. We strongly encourage you to consult with your accountant, tax adviser or legal professional before making any financial or estate planning decisions.