Donor Advised Fund

Your Best Stewardship Option

A donor advised fund (DAF) is a charitable giving vehicle administered by The Orchard Foundation and created for the purpose of managing charitable donations on behalf of an organization, family, or individual. A DAF offers the opportunity to create an easy-to-establish, low cost, flexible vehicle for charitable giving as an alternative to direct giving or creating a private foundation. It’s that simple—and that effective.

A DAF provides the following benefits:

  • The flexibility to recommend grants to your favorite charity
  • Sound fiscal management
  • Immediate tax advantages
  • Optimal stewardship of your financial resources with minimal investment of your time

Donors of appreciated securities or other assets are provided a tax deduction for the market value of the donation while avoiding capital gain taxes. Because of this dual advantage, it is more beneficial to donate appreciated assets to a charitable organization through a DAF than to sell those assets and donate cash.

A donor advised fund empowers you to:

  • Give when you want to give
  • Take your tax deduction when it most benefits you
  • Choose from a variety of investment options
  • Avoid capital gains on donated securities and thereby increase your giving potential

Establishing and using a donor advised fund is easy!

  1. Read the following documents to understand the IRS and The Orchard Foundation restrictions on donor advised funds:

    1. General Grant Restrictions
    2. IRS Regulations
    3. The Orchard Foundation Statement of Faith
  2. Complete the Donor Advised Fund Application and fax it to 719-268-7256 or mail it to The Orchard Foundation, PO Box 35660, Colorado Springs, CO 80935-3566. Due to privacy and security concerns, please do not email your application.
  3. Mail a check to The Orchard Foundation for your initial contribution or call The Orchard Foundation toll free 1-888-689-6300 for instructions to transfer securities.
  4. To make a distribution from your donor advised fund, complete the DAF Distribution Form and return it to The Orchard Foundation:

    • Fax: 719-268-7256
    • Email: steward@theorchard.org
    • Mail: The Orchard Foundation, PO Box 35660, Colorado Springs, CO 80935-3566

If you have questions, please call The Orchard Foundation toll free 1-888-689-6300. Current giving opportunities: