What Is a Donor-Advised Fund?
A smart way to give, backed by a team of experts
Put simply, a donor-advised fund (or DAF) is a giving account that’s established at a 501(c)(3) charity — in this case, the Lincoln Community Foundation — which serves as the sponsoring organization that administers DAF accounts. With a DAF, you can make a charitable donation to your account, receive an immediate tax deduction*, and then recommend grants from the fund over time to causes you care about most.
By partnering with UBT for accounts $10,000 and up, the Lincoln Community Foundation’s DAF accounts benefit from the investment expertise and local support you’ve come to expect from a Nebraska-based, family-owned bank that’s committed to the communities we serve.
Grow more, give more
A donor-advised fund is a great way to reduce appreciated stock positions and help avoid possible capital gains.
Invest how you want
Your DAF will be separate and unique, rather than being managed in a pool of other accounts, and larger accounts have the option to invest in individual stocks and bonds in alignment with LCF policies.
Tax advantages
Maximize the potential tax benefits* of philanthropy by choosing the timing of your contributions and your grants.
Donate with ease
Simplify your recordkeeping and organization of your donations with the ability to manage your grants with LCF and your holdings with UBT.
Designation options
Contributions can be made easily to numerous asset types, depending on the size of your account. LCF’s DAF accounts start at $10,000.
Donate with confidence
Partner with local experts who care about the community and giving back, and will work to ensure all of the due diligence is taken care of.
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*Content is informational only. Union Bank does not provide tax and/or legal advice. Please consult with your own tax advisor.
