Donor Advised Funds


What is a donor advised fund?

A donor advised fund (DAF) is a type of giving program that allows you to combine the most favorable tax benefits with the flexibility to easily support your favorite charities. DAFs simplify your charitable giving and facilitate your strategic philanthropic goals.


How does it work?

  • Establish your DAF by making an irrevocable, tax-deductible donation to Equity Foundation
  • Advise the investment allocation of the donated assets (any investment growth is tax-free)
  • Recommend grants to qualified public charities of your choice

What are the main advantages of a donor advised fund?

  • Simplicity: The DAF sponsor handles all record-keeping, disbursements and tax receipts
  • Flexibility: Timing 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, Equity Foundation requires $5,000 minimum initial charitable contribution to establish a DAF.
  • Privacy if desired: Donors may choose to remain anonymous to the grant recipient.

To download information about Donor Advised Funds, click here: DAF Overview.

Documents for Current Donor Advisors:

Equity Foundation’s Donor Advised Funds:

A.J. Arriola and Alice Jacobson Fund

Adler Jarach Fund

Anita B. Stelling & Ann Marie Brown Charitable Fund

Ann Bunnenberg and Jamie Ross Fund

Ann Sherman and Cris Corcoran Fund

Anne Hoot and Laura Stepp Fund

Arima Schumann Endowment Fund

Barry Pilip & Brian Smith Fund

Blaine Kozak Fund

Blue Star Fund

Books Fund

Cathy Travis and Leila Wrathall Fund

Chip Mayhue Memorial Fund

Coral Fund

Cumberland Fund

Derek Holmgren and Michael Traylor Fund

Don Powell Fund

Dorrie Clark and Linda Traeger Fund

Fabric of Life/Mitch Quigley Fund

Fred Miller and Karla Wenzel Fund

Gail Robinson Fund

Gary R. Maffei & Marcus R. Lintner Fund

Gear-Wolfgang Fund

George Eighmey and Peter Livingston Fund

Greg Wagner Endowment Fund

Hillary A. Miller Fund

Jackson R. Miller Fund

Jan Schorey Fund

John Grigsby-Jim Vegher Endowed Fund

John Grigsby-Jim Vegher Fund

Julie Mancini Fund

June Arima Schumann and John Schumann Fund

Kathleen MacNaughton Fund

Kathryn Keller and Mary Anne Gard Fund

Kip Beardsley and Matthew Nelson Fund

Laura E. Miller Fund

LGBTQ Juvenile Justice Fund

Liz MacDonell and Lisa Domenico Fund

Lynn Bosworth & Katherine Thurber Fund

Madeline O. Miller Fund

Mary Mack and Sue Caulfield Fund

Norm Kalbfleisch and Neil Matteucci Fund

Orrocos Fund

Rene Monte-Slackman Fund

Ronald E. Shaw Memorial Fund

Ross Family Fund

Scott Philips Fund

Stephen W. Domreis Fund

Susan A. Nestor & Phyllis E. Solow Fund

Susannah Malool/Sissy Martin Fund

Terry Bean Endowment Fund

Terry Bean Fund

The Big Sky Endowment Fund

The Big Sky Fund

The Jaffe Endowed Family Fund

The Jaffe Family Fund

Thomas D. Aschenbrener Fund

Tim Chapman and Adam Kuby Fund

Tom Barreto and Brian Sinclair Fund

Topics On This Page: Roseburg Oregon 501C3 | Oregon State Free Grants | Newport Oregon Tax Deduction | Oregon Gay Lesbian Grants

Leave a Reply