Harness the Giving Power of a Private Foundation
A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to The Conservancy of Southwest Florida and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.
Take Action! Visit Your Fund
1. Recommend a grant
2. Impact the Conservancy
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You can also create a lasting legacy by naming The Conservancy of Southwest Florida the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.
Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.
An Example of How It Works
Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They consider establishing a $25,000 donor advised fund with a community foundation.
The couple would receive a federal income tax charitable deduction for the amount of the gift. They would also get all the time they need to decide which charities to support.
After researching community needs with the foundation’s staff, Joe and Laura could recommend grants for the Conservancy (which they've supported for years) and the Animal Rescue League. The foundation would present the charities with checks from the Megan Fund, which Joe and Laura could name in honor of their granddaughter.
Get More From Your DAF
Ensure you’ve made the most of your donor advised fund—for your family and for the Conservancy. Download the FREE guide Maximize the Impact of Donor Advised Funds.View My Guide
Not Sure How to Begin Planning?Download My FREE Personal Estate Planning Kit
- If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
- Contact Aaron Lapp at 239-403-4222 or AaronL@conservancy.org to discuss using your donor advised funds to support the Conservancy and our mission.
- Seek the advice of your financial or legal advisor.
- If you include the Conservancy in your plans, please use our legal name and federal tax ID.
Legal name: Conservancy of Southwest Florida
Address: Naples, FL
Federal tax ID number: 59-1157084