Planned Giving
Donor Advised Funds
A donor-advised fund (DAF) is a centralized charitable account. It allows charitably-inclined individual, families and businesses to make tax-deductible charitable donations of cash, publicly-traded stock and in some case, certain illiquid assets, to a public charity that sponsors a DAF program.
What is a Donor Advised Fund?
Simplicity – The DAF sponsor handles all record-keeping, disbursements, and tax receipts.
Flexibility – Timing of your tax deduction can be separate from your charitable decision making.
Tax-efficiency – Contributions are tax-deductible and any investment growth in the DAF is tax-free. It is also easy to donate long term appreciated securities, eliminating capital gains taxes and allowing you to support multiple charities from one block of stock.
Family legacy – A DAF is a powerful way to build or continue a tradition of family philanthropy.
No start-up costs – There is no cost to establish a donor-advised fund. However, there are often minimum initial charitable contributions to establish the DAF (typically $5,000 or more).**
No transaction fees – Once approved, 100% of your recommended grant goes to your qualified public charity of choice.**
Privacy if desired – Donors may choose to remain anonymous to the grant recipient.
What are the main advantages of a Donor Advised Fund?
Endowment Fund
An endowment gift is a donation that is given with the intent to preserve the original value of the gift, and to grow it over time.
What is an Endowment Gift?
An endowment fund was created to ensure the sustainability of VVF, by expanding and diversifying our fund sources. The establishment of an endowment fund is another tool to secure longevity and success.
Donating to this fund ensures you the donor of two things:
1) Your dollars will be used to bring quality of life and access to those living with disabilities.
2) Your dollars will remain invested in Victoria’s Victory Foundation forever!
Why was an Endowment Created?
For more information, please email fundraising@victoriasvictory.org
Giving appreciated publicly traded securities is a wonderful and tax-efficient way to make a gift to Victoria’s Victory Foundation. For securities held longer than one-year, you are entitled to a federal income tax deduction for the full fair market value of the securities, regardless of what you originally paid for them. In addition, neither you nor VVF will pay capital gain taxes on the long term gain realized upon the sale of the stock. Gifts to VVF are eligible for the maximum income tax deduction available under federal tax law.
Gifts of Appreciated Securities
You give appreciated securities to Victoria’s Victory Foundation.
2. VVF sells the securities and uses the proceeds for the Foundation’s programs.
How it Works
You get an immediate tax deduction equal to the full fair market value of the securities you transferred, regardless of what you originally paid.
You do not pay any capital gains taxes on the securities donated.
You get the satisfaction of helping VVF and people living with mobility challenges and disabilities.
The Benefits to You
To make a gift of appreciated securities to Victoria’s Victory Foundation, please contact Susan at director@victoriasvictory.org
