Please choose one of the available online tools that can help you use to support ROLDA USA vital work for animals.

The benefits of using a donor advised fund are strong and, with the new tax laws, are expected to grow in appeal to strategic donors.
They are far easier to establish than a private foundation and allow you to support ROLDA USA with relatively small amounts of money.

When you open a donor advised funds (DAF), you are creating a separate entity with the sole purpose of using the assets undermanagement to support qualified charities.

You can fund it by irrevocably contributing assets such as cash, appreciated stock, insurance proceeds, or various other forms of capital.
Given that your DAF is a separate entity, you can take an immediate tax deduction for the amount of the gift.

As advisor to the fund, you can elect to manage the investments personally or choose to have an investment advisor manage the portfolio.

The two primary avenues of supporting ROLDA USA with your donor advised fund are through a beneficiary designation and recommending grants.

By assigning ROLDA USA or other charitable organizations as a beneficiary, you are ensuring that when the DAF ceases to have an advisor the assets in the account get transferred to ROLDA USA.

While you or your assigned successor(s) are advising the fund, you can recommend grants from the fund to support ROLDA USA.

• Receive an immediate deduction on your taxes.
• Assets in the fund grow tax free.
• Easier, and less expensive than establishing a private foundation.
• Allows you to get started with a relatively small amount of money, as low as a $500 gift.
• Tax smart for those using a “lumping” strategy under the new tax laws.

With a low barrier to entry and multiple ways to create a charitable impact, DAFs are a great strategy for charitable giving. If you have questions about setting one up or want more information please contact Mary Frances at 917-854-6580 or email her at legacy@rolda.org