Donor Advised Funds

If you have a donor-advised fund (DAF), you can easily recommend grants to support Health Care Foundation for Ventura County. Donor-advised funds offer a flexible and tax-efficient way to manage your charitable giving.

 

 

How can I donate Donor Advised Funds to HCFVC?

Donating donor advised funds is safe and easy. Using the donation form on this page, making a charitable gift of donor advised funds is a quick, six-step process:

    1. To begin, simply click “DAF pay” in the donation form

    2. Select the DAF provider and login directly to your account

    3. Check your DAF account balance and enter your desired gift amount

    4. Share your personal information (i.e. email and address) for your receipt records

    5. Select if you would like to cover the processing fee, as well as need leave a note or designation (if applicable)

    6. Hit submit and your grant donation request is complete!

Benefits of a Donor Advised Fund

  • Establish a flexible vehicle for annual charitable giving

  • Benefit from a tax and cost-efficient alternative to a private foundation

  • Obtain a charitable income tax deduction in the year of your gift

How to Make a Gift Via a Donor Advised Fund

  • Make an initial, irrevocable gift of cash or stock to fund a DAF at a sponsoring organization

  • Assets in your DAF grow tax-free

  • Make annual recommendations on gifts to be made from your DAF

Make A Grant from Your DAF

A grant from your DAF can help support our mission this year. Contact your DAF administrator such as Fidelity Charitable™ or Schwab Charitable™ and recommend a grant of any amount to support a sponsoring organization.

Contact Us

Should you have any questions regarding Donor Advised Funds, please contact us.