Donor Advised Funds (DAF) offer tax benefits and assist you in making decisions about your giving. Donor Advised Funds allow donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.
Gifts made to Lifeworks through Donor Advised Funds can be designated to a specific program (Day Support, Employment, Fiscal Services), or wherever the need is greatest.
For more information, please contact Lifeworks Major Gifts Officer, Lori-Anne Williams at 651-587-4267.
If you already have a fund, you may just click below to direct a DAF grant from your fund at a local community foundation such as:
To start a Donor Advised Fund, you must contact a public charity created to manage charitable donations on behalf of organizations, families, or individuals (see below for examples). Large financial organizations like Fidelity also have the ability to help you create a DAF. You may wish to use this guide, or go directly to the public charity of your choice, such as:
• To start a DAF at the Saint Paul & Minnesota Foundation
• To start a DAF at the Minneapolis Foundation
• To start a DAF at the Women’s Foundation of Minnesota