Donor Advised Funds
Make your charitable giving simple and impactful with a Donor-Advised Fund (DAF). A DAF is like a charitable investment account for the purpose of supporting charitable organizations you care about. With a DAF, you can streamline your donations, gain tax benefits, and leave a legacy—all without the complexity of managing a private foundation.
why a donor advised fund?
Quick Setup
Get started in just 1-2 days, compared to months with a private foundation.
Lower Costs, Less Work
No set up costs. Administrative fees cover all of the administration and CRA reporting.
Greater Flexibility & Control
You control the distribution of the assets and your Acumen advisor handles the investment of the assets.
Increased Privacy
Choose to remain anonymous in your giving, unlike public foundations.
Immediate Tax Benefits
Receive a tax receipt right away for your donation.
Create a Lasting Legacy
Leave a philanthropic legacy that can support future generations.
Ready to make a meaningful impact? Integrating charitable giving into your financial plan, you can make a bigger impact, enjoy tax benefits, and create a lasting legacy for your family. Contact your Acumen advisor today to discuss how a donor advised fund can work for you.
