Donor Advised Funds

A donor-advised fund at SWCF provides optimal flexibility and convenience for charitable giving. It is a philanthropic tool not unlike a private foundation, but with significant tax advantages and considerably less hassle to the donor because it exists in the context of our community foundation.

Contributions to the fund can be made at any time, in any amount. Donors then ‘advise’ SWCF of their charitable intentions on an ongoing basis. It is a useful tool for donors whose financial circumstances might benefit from a charitable tax deduction in a given year who wish to extend their gifts to various charities over several years. It is also a meaningful way to engage future generations in a family’s philanthropy.

SWCF donors and their advisors have confidential, real-time access to the MY SWCF fund portal, with grant-making functionality at their fingertips. Our team of specialists are available to assist at every step along the journey. From the establishment of the account to the practical day-to-day administration of the grant-making process, we provide services that allow donors to focus on the joy of giving.