Expert staff

Rebecca Shaw, Ph.D. Associate Vice President, Ecosystems
Michael Regan Director of Energy Effiiciency, Climate
Scott Edwards Director of Latin America & Caribbean, Oceans

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Donor Advised Fund

Gift of Life Insurance Diagram

How It Works

  • Make a tax-deductable contribution. Start with a contribution using a broad range of assets including cash, appreciated securities, real estate, and closely held and restricted stock. We also accept some stock options and partnership interests. You can even transfer assets from your family foundation or other donor advised fund account.
  • Name your fund. You can name your fund (e.g., “The Jones Family Charitable Fund”) or you can remain anonymous.
  • Select an investment option from our offerings. Growth in your account will be tax-free, adding to your philanthropic potential.
  • Start recommending grants to IRS-qualified charities. The minimum grant amount is $100.

Benefits

  • You or family members you designate have advisory privileges over the fund and may recommend distributions to support specific areas of EDF and other qualified charitable organizations.
  • You may claim a federal charitable income tax deduction in each year you contribute to your donor advised fund. There is no capital gains tax due on appreciated assets, and the gifts may reduce your gross taxable estate.
  • Gifts to a donor advised fund at EDF receive more favorable tax treatment than gifts to a private foundation.
  • Unlike gifts made through private foundations, charitable distributions from a donor advised fund can be made anonymously.
  • There are no administrative expenses associated with a EDF donor advised fund.
  • We manage all record keeping, consider and approve distributions to other qualified charities, and provide you with detailed annual statements.

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