Donor-Advised Funds

A donor-advised fund (DAF) is a charitable giving account established with a charitable sponsor (Oregon Community Foundation, Community Foundation of SW Washington, Fidelity Charitable, etc.). A DAF is set up for the sole purpose of supporting charities. The sponsor manages and administers individual DAF accounts, including asset management and gift disbursement, and helps the donor assess community investment opportunities and connect with the people, causes, and needs that align with their charitable interests.  

DAFs have become the most popular tax-efficient way to conduct charitable giving in the United States. They are an excellent way to simplify your giving, maximize your community impact, and facilitate your strategic philanthropic goals. 

GIving to MOWP through your daf

To recommend a grant to Meals on Wheels People through your donor-advised fund, you will need to provide your charitable sponsor with the following information:

Helpful Information

Legal name: Meals on Wheels People

Address: PO Box 19477, Portland, OR 97280

EIN: 93-0584318 

If you prefer to wire a payment, please contact Individual Giving Manager Emily Sterling at [email protected] or 503-953-8174 for a letter of instructions for your financial institution.  

Please include the DAF fund name, donor’s name, and donor’s preferred contact information with the payment so that we can accurately recognize the grant. 

Beneficiary Designations

You can designate all or a percentage of your donor-advised fund to Meals on Wheels People as a beneficiary while minimizing estate and income tax for your heirs.

Plan your beneficiaries today through a free tool from FreeWill.

Plan Your Beneficiaries Today

the benefits of a donor-advised fund

  1. Improve Tax Efficiencies: Contributions to DAFs are an immediate tax deduction, and any growth in your DAF assets are tax-free.  
  2. Simplify Your Giving: Contribute to your DAF at any time, earn tax-free interest on your assets, and choose when to disburse funds to charitable organizations. DAF sponsors handle all due diligence, reporting, tax receipts, and account administration to simplify your philanthropy.  
  3. Increase Flexibility: DAFs can accept a wide range of assets as contributions, including cash, stocks, real estate, and cryptocurrencies.
  4. Build Your Legacy: You can also build your legacy by naming Meals on Wheels People as a beneficiary for all or a percentage of your DAF. Contact your fund administrator for more information. 
  5. Maximize Your Impact: A DAF gives you the opportunity to make larger gifts to the charities you care about at your own pace.  

CONTACT US

Questions?

Contact Individual Giving Manager Emily Sterling at [email protected] or 503-953-8174.

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