This webinar explains how The Rotary Foundation Donor Advised Fund can help you save money now and help communities later. Past Rotary International Vice President Greg Podd will discuss the benefits and ease of streamlining your philanthropy.

1. THE ROTARY FOUNDATION
DONOR ADVISED FUND

2. EASY AS PIE

3. THE ROTARY FOUNDATION DONOR ADVISED FUND
SO WHAT IS A
DONOR ADVISED FUND?

4. THE ROTARY FOUNDATION DONOR ADVISED FUND
3 SIMPLE STEPS

5. THE ROTARY FOUNDATION DONOR ADVISED FUND
FOUR INVESTMENT PORTFOLIOS
100% money market fund
and short-term instruments
25% stock funds,
75% bond funds, and
short-term instruments
50% stock funds,
50% bond funds, and
short-term instruments
75% stock funds,
25% bond funds, and
short-term instruments

6. THE ROTARY FOUNDATION DONOR ADVISED FUND
ADMINISTRATIVE
SERVICE FEE = .70%
INVESTMENT
MANAGEMENT FEE = .25%

7. THE ROTARY FOUNDATION DONOR ADVISED FUND
GIVE A GIFT
LET IT GROW
MAKE A DIFFERENCE

8. WHY
ESTABLISH
A TRF DAF
ACCOUNT?
THE ROTARY FOUNDATION DONOR ADVISED FUND

9. GROUP ACCOUNTS
THE ROTARY FOUNDATION DONOR ADVISED FUND

10. THE ROTARY FOUNDATION DONOR ADVISED FUND
GROUP ACCOUNT
FEATURES & BENEFITS
 Enable club members and others to make tax
deductible contributions.
 With a DAF account, a club does not have to worry
about managing the investments and the fiduciary
responsibilities.
 The Rotary Foundation takes care of IRS tax
reporting issues, including filing a Form 990.
 Avoid legal fees of establishing a 501(c)(3).
 Support TRF’s Annual Fund with a yearly grant of
1% of the account’s value.
 Name 2-4 individuals to serve as account
advisors to make grant and investment
recommendations.
 Contributions from TRF DAF to global grants are
matched $0.50 on the dollar.
 Confirmation of contributions and grants.
 Consolidated quarterly account statements.
 Online account access to view grant and account
activity at any time.

11. THE ROTARY FOUNDATION DONOR ADVISED FUND
FOR GROUP OR CLUB WITH
OWN FOUNDATION
 Contribute assets of a club foundation to a
Group Account
 Can recommend grants to the club
foundation as needed to support its
charitable projects
 Reduce administrative burden by letting the
DAF issue receipts, account for the funds
on tax filings, and manage investments
 Reduce complex tax preparation by
keeping minimum assets in the club
foundation
THE ROTARY FOUNDATION DONOR ADVISED FUND

12. INDIVIDUAL ACCOUNTS
THE ROTARY FOUNDATION DONOR ADVISED FUND

13. INDIVIDUAL ACCOUNT
BENEFITS
 Support TRF programs with a minimum yearly grant of
$250 to the Annual Fund
 Leave a personal legacy to the Endowment Fund:
- Half (or more) of the funds left in the account when
the surviving spouse passes away will be
transferred to Rotary’s Endowment.
- Remaining funds may be designated for another
charity.
- Name children as successors if the balance of the
account is $150,000 or more before the transfer to
the Endowment Fund.
 Benefactor or Bequest Society when the account is
opened
 Paul Harris Fellow and Major Donor Recognition for
grants from the DAF to TRF
THE ROTARY FOUNDATION DONOR ADVISED FUND

14.  Make lump sum year-end gifts to the account to
maximize tax benefits
 Make one transfer of securities to the account
 Access your account on-line, any time of day or night
 Recommend grants throughout your
retirement years
 Send all or any of your grants anonymously
through a TRF DAF
 Establish an account for your children or
grandchildren
 Make a gift during your lifetime and reduce
your overall taxable estate
THE ROTARY FOUNDATION DONOR ADVISED FUND
INDIVIDUAL ACCOUNT
BENEFITS

15. THE ROTARY FOUNDATION DONOR ADVISED FUND
“THE DONOR ADVISED
FUND IS A GREAT TOOL …
… for managing my charitable
giving. I can take advantage of
the tax deduction on appreciated
stock, and then have the
proceeds reinvested and
continue to grow. When a project
comes along that I want to
support, the funds are there.’’
— Past Trustee Stephen Brown

16. THE ROTARY FOUNDATION DONOR ADVISED FUND
GIVE A GIFT
LET IT GROW
MAKE A DIFFERENCE

17. THE ROTARY FOUNDATION DONOR ADVISED FUND
JAMES DITTRICH
DONOR ADVISED FUND SPECIALIST
847-866-3359
james.dittrich@rotary.org

18. THE ROTARY FOUNDATION DONOR ADVISED FUND
rotary.planmygift.org/daf

19. THE ROTARY FOUNDATION DONOR ADVISED FUND
FAQs
 Will I earn recognition for giving to a Rotary DAF?
 Individual accounts may be eligible for Bequest Society, however, contributions into the DAF will never earn
recognition. Only when the DAF supports Rotary programs is there potential for recognition.
 Can I use a DAF to fund scholarships?
 Account advisors may not choose the individual who receives the scholarship, but they can recommend grants to
educational institutions. There are additional restrictions, which should be discussed with the DAF Specialist when
considering scholarship grants.
 Can I use my DAF to cover a gala or dinner ticket?
 Since you are receiving a tangible good or benefit – in this case dinner or admission – you cannot use the DAF to
cover this cost as it is not 100% deductible.
 Can I increase my annual transfer?
 Yes. Although the minimum is $250, many account holders have increased their annual transfer to $1,000 or $2,000
to ensure that they and their spouse meet their Paul Harris Society at the beginning of every new Rotary year.
 Is there a minimum balance requirement?
 After the account has been funded with the minimum $10,000 initially, there is no minimum balance requirement
after that.
 Can I give to the DAF using my IRA’s Qualified Charitable Distribution (QCD)?
 Although donors who are 70 ½ or older may utilize the QCD to support 501(c)(3) charities, the IRS does not allow
this money to go to a Donor Advised Fund account.

20. THE ROTARY FOUNDATION DONOR ADVISED FUND
QUESTIONS?
THE ROTARY FOUNDATION DONOR ADVISED FUND

21. EASY AS PIE
Created on 1 May 2018