If you choose to have your Fund invested at GTACF, any gains achieved by the Fund are tax-free growth that you can use to further support charitable organizations. *Past returns are no guarantee of future performance.

A Donor Advised Fund (DAF) at GTACF qualifies as a recipient of employer charitable matching programs. Check with your employer to determine if they have a charitable matching program and how much they match annually.

In lieu of birthday, anniversary or holiday gifts, invite family and friends to donate to your Fund, and then experience the joy of giving to organizations that address the community needs most meaningful to you!

If you have proceeds from a stock sale that you are planning to donate, be sure to consider gifting the stock directly to your Fund. Instead of selling the stock, paying taxes and then being left with a smaller amount to donate, verify how long you have owned the stock. When you gift the stock directly to your Fund, you may not have to pay capital gains tax if you have owned the stock longer than one year or ordinary tax if less than one year.

Essentially, a DAF allows you to separate your TAX planning from your CHARITABLE planning. When you make a donation to your DAF, you take the tax deduction immediately, but you do not have to make equivalent distributions from your Fund in that calendar year. You can “bunch” or “bundle” your donations to maximize itemized deductions in year one, while planning to distribute the dollars to nonprofit organizations in subsequent years when you could take the standard deduction.