Office of Estate & Gift Planning
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 Florida 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 Florida has teamed with BNY Mellon Charitable Gift Fund™ as our sponsoring charitable organization to provide concierge service when opening and managing your own donor advised fund with the University of Florida Giving Fund. By creating a fund you can establish one source of support to fuel all of your charitable contributions, including a portion that may be directed strategically over time to support the University initiatives that you care about.
To get started and learn the benefits of creating your own University of Florida Giving Fund click here.
If you already have a Donor Advised Fund:
Take Action! Visit Your Fund
1. Recommend a grant
2. Impact UF
This search tool will open a third-party website, owned and operated by an independent party. We assume no responsibility for the material.
You can also create a lasting legacy by naming the University of Florida 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.
Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide Centralize Your Giving With Donor Advised Funds.
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 UF (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.
Not Sure How to Begin Planning?Download My FREE Personal Estate Planning Kit
- If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
- Learn more about the University of Florida Giving Fund.
- Contact UF's Office of Estate & Gift Planning at 352-392-5512, toll free at 866-317-4143 or firstname.lastname@example.org to discuss using your donor advised funds to support UF and our mission.
- Seek the advice of your financial or legal advisor.
- If you include UF in your plans, please use our legal name and federal tax ID.
Legal name: The University of Florida Foundation, Inc.
Address: 1938 West University Avenue, Gainesville, FL 32603
Federal tax ID number: 59-0974739
The University of Florida Foundation is not affiliated with, and does not provide, endorsements for professional advisors. Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Charitable Gift Annuities may not be available in all states.