Donor-Advised Fund

The Catholic Foundation, in partnership with the Knights of Columbus Charitable Fund, has created the Catholic Foundation Donor-Advised Fund, providing individuals and families the opportunity to maximize their philanthropic impact while remaining faithful to the teachings of the Catholic Church. A donor-advised fund is a giving vehicle which allows donors to make a charitable gift and receive an immediate potential tax deduction. Your gifts can potentially grow while they are invested in accordance with Catholic values. Donors can recommend grants from their funds immediately or over time.

  • You can contribute to the fund as frequently as you like with gifts of cash and appreciated stock.
  • We screen all charities to verify they align with Catholic values.
  • You can recommend grants to your favorite 501(c)(3) charities (which align with Catholic values) whenever you like.
  • Giving is simple – you choose the charity and we write the check.
  • Contributions to your donor-advised fund can grow over time and increase your ability to give.
  • You decide which investment strategies are best for your giving goals.
  • You can involve your entire family, creating a culture of generosity among your children.
  • You can name a successor(s) to your fund so your family can continue your legacy of giving.
  • You can move a current donor-advised fund from elsewhere to the Catholic Foundation.

Make a potentially tax-deductible donation of cash or appreciated stock. A contribution to a donor-advised fund is irrevocable and can only be used for grant-making to charities whose values align with Catholic teachings.

Potentially growing your donation tax-free and choose which investment strategy best meets your giving goals. While you’re deciding which charities to support, over time your donation can potentially grow, making available even more money for charities.

Support your parish and the Catholic and other charities you love now or over time. With each grant, you have the option to be anonymous. We will conduct due diligence to ensure your chosen charity does not contradict our Catholic faith.

Need More Info?

Contact our Planned Giving Officer, Cliff Evans at (904) 262-3200, ext. 139 or email cevans@dosafl.com.

The Catholic Foundation and its affiliates do not provide financial, tax, legal or accounting advice. This site is for informational purposes only and is not intended to provide, and should not be relied on for, financial, tax, legal or accounting advice. You should consult your own financial, tax, legal and accounting advisors before engaging in any transaction.

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