Your financial and charitable goals are a reflection of your commitment to support the future for your loved ones, causes you value, and the greater community. A convenient and easy way to organize your charitable intentions is through a donor advised fund, or DAF.
This “charitable savings account” gives you the flexibility to recommend how much and how often money is granted to organizations like the Rangeland Trust. You can use your DAF to make an immediate impact through current or recurring gifts, or use it as a tool for future giving. You can even use your DAF as another way to engage the next generation in financial literacy, resource planning, and community investment.
You open a DAF at a community foundation or sponsoring organization, such as Fidelity Charitable. You can then make contributions to your fund at any time. These contributions are invested by the sponsoring organization, which provides regular accounting to you.
Next, you make recommendations for various amounts to be distributed as “grants” to nonprofit organizations of your choice, such as the Rangeland Trust. You can engage the next generation in gift-making decisions, or you can turn your DAF into a lasting legacy at the Rangeland Trust by naming us as a beneficiary of your account later. [Our tax ID: 31-1631453]
When choosing where to set up your DAF, you’ll want to make sure the sponsoring organization you select supports your values and intentions. Take time to carefully read their policies and procedures and review their administration or investment fees.
If you would like more information on setting up a DAF to support rangeland conservation, please contact Shannon Foucault at (916) 444-2096 or sfoucault@rangelandtrust.org.
This information is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
California Rangeland Trust is a nonprofit, tax-exempt charitable organization (tax identification number 31-1631453) under Section 501(c)(3) of the Internal Revenue Code. Donations are tax-deductible as allowed by law.
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