UNG Sponsored Donor Advised Fund
A donor-advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the University of North Georgia 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.
The University of North Georgia foundation has partnered with Charityvest, Inc., powered by Foundation Source, to offer a modern, tech-forward giving experience. Charityvest is a leading DAF sponsor serving individual donors, wealth advisors, nonprofits and workplaces. Contributions to the UNG Foundation DAF are irrevocable, tax-deductible gifts to Charityvest, a 501©(3) public charity. EIN 81-2771871
To get started and learn the benefits of creating your own University of North Georgia Fund, click here.
If you already have a Donor-Advised Fund you can also create a lasting legacy by naming the University of North Georgia 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.
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 establish a $25,000 donor-advised fund with a community foundation.
The couple receives a federal income tax charitable deduction for the amount of the gift. They 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 recommend grants for UNG (which they’ve supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their daughter. Joe and Laura are delighted to start this personal legacy of giving.
Fund Your Donation With:
Cash
Appreciated Securities
Retirement Plan Assets
Tangible Personal Property
Real Estate