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Home  |  Ways to Give  |  Donor Advised Fund (DAF)

Donor Advised Fund (DAF)

Make a Difference in the Lives of Older Vermonters with a Donor-Advised Fund Grant:

The donor-advised fund (DAF) is becoming an increasingly popular way to make a charitable gift. DAFs can provide you with immediate tax benefits while making your charitable giving easier. Here are two simple ways you can make a gift through your DAF:

  • Make an outright gift by suggesting a grant to Age Well.
  • Designate Age Well to receive all or a portion of the fund value upon the termination of the fund.

Giving through your DAF to organizations like Age Well not only provides tax benefits and administrative ease but also ensures ongoing support for crucial services that improve the lives of our aging community.

Two women conversing at a desk, with a computer and paperwork in their workspace.

The DAF Direct widget will take you to your Donor Advised Fund for:

Fidelity Charitable | Schwab Charitable | BNY Mellon

Or click on one of the commonly utilized DAF institutions below.

If you wish to have your fund issue a gift directly:

  • Request a grant distribution through your Donor Advised Fund sponsor.
  • Be sure to use Age Well’s EIN #22-2474636 and mailing address: 875 Roosevelt Hwy, Ste. 210, Colchester, VT 05446
  • Indicate whether your gift is for annual support or for a specific project.

Giving through a Donor Advised Fund (DAF) to support organizations like Age Well and Meals on Wheels offers several benefits:

  1. Tax Advantages: Contributions made to a DAF are eligible for an immediate tax deduction, helping you reduce your taxable income in the year the gift is made. You can also grow your donation tax-free within the fund until you’re ready to distribute it to a charity.
  2. Convenience and Flexibility: DAFs provide an easy way to manage charitable giving. You can make multiple grants over time to support organizations like Age Well and Meals on Wheels without having to handle individual donations each time.
  3. Supporting Vital Services: Age Well and Meals on Wheels both play crucial roles in addressing the needs of vulnerable seniors, including providing nutritious meals, promoting healthy aging, and reducing social isolation. Supporting these services ensures that vulnerable populations continue to receive care and resources.
  4. Long-term Impact: Donor advised funds allow you to plan and structure your giving, enabling you to support organizations consistently over time. By supporting Age Well and Meals on Wheels, you’re helping to ensure that these essential services remain available to those in need.
  5. Increased Giving Power: By giving through a DAF, you can maximize your impact. DAFs sometimes allow you to leverage other funding opportunities or match gifts, increasing the effectiveness of your contributions.