If you have a donor-advised fund (DAF), you can make a grant recommendation to the Alzheimer's Association and help lead the way in Alzheimer's treatment and research.

A DAF is like a charitable savings account. You contribute assets such as cash, securities or other investments to a fund, which are then managed and invested by a sponsoring organization — often a financial institution.

Depending on how your DAF is structured, you and your loved ones can recommend where and when grants are made to IRS qualified charities. You will receive a tax deduction based on the fair market value when you contribute to your DAF.

Designating the Alzheimer's Association as the DAFs final charitable beneficiary allows any remaining funds to be distributed when the fund becomes inactive.

Benefits of a donor-advised fund

• Flexibility in giving. A DAF allows you to recommend grants at your own pace, making them ideal if you prefer to spread donations over months or years.
• Investment growth. Assets within a DAF can be invested for growth, increasing the potential support for charities. Professional fund management ensures that contributions are handled responsibly and can generate additional resources for future giving.
• Simplified administration. DAFs reduce the administrative burden of charitable giving. You don't need to track receipts from individual donations or deal with the complexities of direct contributions. The sponsoring organization handles all paperwork and distributions.
• Anonymity option. For donors who prefer privacy, DAFs allow for anonymous grant-making. You can support causes discreetly without public recognition.

How to give through donor-advised funds

• Contribution. You may contribute assets such as cash, securities or even real estate when you create your DAF. Your contribution is irrevocable and can't be changed.
• Investment. Your DAF provider invests the assets to grow the fund. You may have some influence over investment preferences, such as selecting portfolios that align with your risk tolerance or values. Growth within the fund is tax-free, enhancing its charitable potential.
• Grant recommendation. You submit recommendations for grants to the Alzheimer's Association and other charities. Most recommendations are honored as long as the charities meet eligibility requirements, the gift does not benefit you and adheres to the fund's guidelines.

Already have a DAF?

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