DONOR ADVISED FUNDS

Please consider recommending The Gloucester Institute through your donor advised fund (DAF.) 

What is a donor advised fund?

  • A donor advised fund (DAF) allows you to combine favorable tax benefits and are a creative way to support The Gloucester Institute.  DAFs allow you to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from your DAF account over time to the nonprofits you wish to support.

  • If you have questions and want to support TGI in this profound way,  please do not hesitate to reach out to assistant@gloucesterinstitute.org

Many families find that a Donor Advised Fund (DAF) is a simple and efficient way to help charities that they love.

By establishing such a fund, you can time the gifts you make (for investment or tax reasons) and you can select the charities you wish to benefit from your gifts. You receive the income or estate tax deduction, and the opportunity is there to make distribution decisions later. 

Many families may use a Donor Advised Fund as an estate beneficiary so that they can allow their children or other loved ones (friends) to continue supervising the gifts from their fund for years to come. Parents appreciate the way that their DAF encourages children to be involved in philanthropy.

Below, we have included links to many of the most popular donor advised funds.   Regardless of whether your institution is on the list or not - please know - if you have a DAF, you can support The Gloucester Institute through it!  

If your DAF institution is not listed, simply go to your DAF’s sponsoring institution’s website and/or contact us at assistant@gloucesterinstitute.org.  We’re happy to help  if we can be of further assistance.

 

Details for your DAF recommendation form:

  • Organization Name: The Gloucester Institute

  • Organization Address: 3201 Leadership Drive , Gloucester, VA 23061 USA

  • The Gloucester Institute EIN # 68-0623396

Gloucester Institute is not engaged in rendering legal or tax advisory services. Individuals considering gifts to Gloucester Institute should obtain the services of a financial advisor, such as an attorney, a certified public accountant, a certified financial planner and/or a chartered life underwriter.