Donor Advised Funds with the Catholic Foundation of Southern Minnesota

Protect and Grow Your Legacy

In every season of generosity, God invites us to be stewards of His abundance — not only for today, but for generations to come. A Donor Advised Fund (DAF) is one way Catholic families and individuals are answering that call. Rooted in gratitude and guided by faith, a DAF allows you to give with intention, support the Church’s mission, and respond to needs as they arise — all while keeping your giving aligned with Catholic values. For many givers, a DAF is a perfect way to give today while protecting the legacy they've always desired. 

“As each has received a gift, use it to serve one another, as good stewards of God’s varied grace.” — 1 Peter 4:10

What is a Donor Advised Fund (DAF)?

A DAF is a charitable account held by the Catholic Foundation where:

• You make an irrevocable gift & receive immediate tax benefit
• We invest your gift in alignment with Catholic values, immediately supporting the Foundation’s broader mission
• You advise the Foundation to grant to qualified Catholic charities

Common Reasons People Consider DAFs

• They wish to move ownership of funds out of their name, but still leave the legacy they desire
• They are interested in directing the use of the funds in the short or long term
• They want their designated charities to receive the benefits of high investment returns without tax implications
• They are looking for an immediate tax write off

 

 

How The Catholic Foundation of Southern Minnesota Helps

• We make transferring funds or stock easy and can work directly with your broker or financial advisor
• We can help you weigh the pros and cons of a Donor Advised Fund vs other giving options
• We can help you figure out a distribution strategy, such as what percentage to give each year so that the gift lasts a certain length of time
• We do the work to distribute your gift to your Catholic charity of choice, like cutting and mailing the check

 

Speak with a Foundation representative to discuss your options for a Donor Advised Fund, or learn more about DAFs on our blog.

Executive Director, Elizabeth Williams

507-218-4098  |  ewilliams@catholicfsmn.org

 

"A good person leaves an inheritance for their children’s children” Proverbs 13:22