Donor Advised Funds

One way to give is to create a donor advised fund at an investment firm with charitable funds such as Fidelity Charitable Gift Fund or Vanguard Charitable or at a local community foundation . 

A donor advised fund is a separate fund that is administered by a foundation or investment agent.  After you contribute assets to a donor advised fund, the administrator of your fund gives you or other family members the right to recommend gifts be made from your fund to qualified charities. You can determine the frequency of charitable gifts, how much you would like to donate, and name the charities that will benefit from your gifts. Check to make sure that the investment agency or foundation administering your fund  has granting policies and objectives that align with your charitable intent and that the charities you want to support are qualified charities.

If you already have a donor advised fund, you can make a gift to the Archdiocese of Milwaukee, the Catholic Stewardship Appeal, your parish or your parish school using assets already designated for charity.

You may have the option to leave the charitable fund assets to a qualified charity when your fund terminates or you are no longer making gifts from the fund. Please consider adding the Archdiocese of Milwaukee or your parish, or parish school as an account beneficiary in this case.

If you are considering creating a donor advised fund that will benefit the Archdiocese of Milwaukee, your parish or parish school please let us know. Discussing your charitable intentions with us will ensure that your gift accomplishes your intended goals.

Contact us for assistance.