About Donor-Advised Funds
A Donor-Advised Fund (DAF) allows individuals to make charitable contributions and receive an immediate tax deduction. The funds are managed by a DAF custodian, and the donor can recommend grants to their preferred nonprofit organizations.
Donors can contribute to the fund over time and recommend grants to charities at their discretion, providing flexibility in their giving strategy.
Benefits
- Retain the flexibility to make grant recommendations over time.
- Receive an immediate tax deduction when contributing to your fund.
- Make an immediate impact on our mission.
How it works
- Prepare your grant request by providing the necessary information about our organization to your Donor-Advised Fund (DAF) provider.
- Submit the grant request, specifying the amount you wish to donate and any additional details.
- Once approved, your DAF provider distributes the funds to our organization on your behalf.
Contribute through your DAF by submitting a grant request
DAFs through supported financial institutions:
Fidelity Charitable, Schwab Charitable, or BNY Mellon
Other ways to submit a grant request:
If your DAF is through another financial institution or community foundation, please contact your advisor directly to recommend a grant.
Submit your grant request to:
Legal name: Vivalon
Tax ID#: 94-1422463
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Yvonne Roberts
Title :Chief Donor Relations Officer
Phone: 415-258-0578
Email: yroberts@vivalon.org
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.