What Is a Donor-Advised Fund?

A smart way to give, backed by a team of experts

Put simply, a donor-advised fund (or DAF) is a giving account that’s established at a 501(c)(3) charity — in this case, the Lincoln Community Foundation — which serves as the sponsoring organization that administers DAF accounts. With a DAF, you can make a charitable donation to your account, receive an immediate tax deduction*, and then recommend grants from the fund over time to causes you care about most. 

By partnering with UBT for accounts $10,000 and up, the Lincoln Community Foundation’s DAF accounts benefit from the investment expertise and local support you’ve come to expect from a Nebraska-based, family-owned bank that’s committed to the communities we serve.

The benefits of donor-advised funds
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Grow more, give more

A donor-advised fund is a great way to reduce appreciated stock positions and help avoid possible capital gains.

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Invest how you want

Your DAF will be separate and unique, rather than being managed in a pool of other accounts, and larger accounts have the option to invest in individual stocks and bonds in alignment with LCF policies.

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Tax advantages

Maximize the potential tax benefits* of philanthropy by choosing the timing of your contributions and your grants.

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Simplify your recordkeeping and organization of your donations with the ability to manage your grants with LCF and your holdings with UBT.

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Designation options

Contributions can be made easily to numerous asset types, depending on the size of your account. LCF’s DAF accounts start at $10,000.

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Partner with local experts who care about the community and giving back, and will work to ensure all of the due diligence is taken care of.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.

 

*Content is informational only. Union Bank does not provide tax and/or legal advice. Please consult with your own tax advisor.