Donor Advised Funds
Support the Important Causes in Your Life
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to The College of Saint Rose and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.
Take Action! Visit Your Fund
1. Recommend a grant
2. Impact Saint Rose
This search tool will open a third-party website, owned and operated by an independent party. We assume no responsibility for the material.
You can also create a lasting legacy by naming The College of Saint Rose the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.
Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.
An Example of How It Works
Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.
The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support.
After researching community needs with the foundation’s staff, Joe and Laura recommend grants for Saint Rose (which they've supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their granddaughter. Joe and Laura are delighted to start this personal legacy of giving.
The people mentioned in this example are fictional and not our actual donors.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 432 Western Ave., Albany, NY 12203. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.
- If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
- Contact Therese "T" Stillman '79 at 518-454-5199 or email@example.com to discuss using your donor advised funds to support Saint Rose and our mission.
- Seek the advice of your financial or legal advisor.
- If you include Saint Rose in your plans, please use our legal name and federal tax ID.
Legal name: The College of Saint Rose
Address: 432 Western Ave., Albany, NY 12203
Federal tax ID number: 141338371
Get More From Your DAF
Ensure you’ve made the most of your donor advised fund—for your family and for Saint Rose. Download the FREE guide Maximize the Impact of Donor Advised Funds.View My Guide