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What gifts can I make to a donor advised fund?

You may give assets such as cash, marketable securities, closely held business interests, real estate, or qualified intellectual property. Other assets may also be accepted...

Whether it’s a one-time donation or contributions over the course of several years, we accept a wide variety of assets, including:

  • Publicly Traded Securities
  • Cash, check, wire or online donation
  • Retirement Plan Assets
  • Closely Held Business
  • Intellectual Property
  • Real Estate
  • Mutual Funds
  • Life Insurance

Other assets may also be accepted, provided they are consistent with the Community Foundation’s gift-acceptance policy, applicable federal and state law, and any restrictions governing the transferability of assets.

Currently, IRA Qualified Charitable Distributions (QCDs) are not eligible to be added to donor-advised funds. Donor-advised funds typically receive gifts from one source — an individual, a family or a business.

Community Foundation policies do not permit the use of fundraising events to secure gifts for a donor advised fund, nor can donor advised funds be used as memorial funds.