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Estate Planning Guide Planned Giving E-newsletter Heritage Club About Us
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Donor Advised Fund (DAF) Distributions

Many people have Donor Advised Fund (DAF)s which allow them to donate assets for charity today – and receive a tax deduction now – even though the actual funds are not granted by the donor to the final charity until some point in the future. Did you know you can also use your DAF to support your planned gifts? With your DAF donor intent statement, you can ensure your continued support for your community and for United Way now and in the future.

Bequests - Through the Legacy Giving or Endowed Giving option, DAF bequest distributions can be designated to continue after your passing, thus allowing you to "endow" your annual gift. Contact your DAF administrator to see if you qualify for this option.

Life Insurance premium payments - If you have gifted a life insurance policy to United Way of Santa Barbara County, you can receive additional tax deductions by making recurring annual gifts through your DAF so that we can pay the premiums.

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If you have any questions about donor advised funds, please contact us. We would be happy to assist you and answer any questions you might have.

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