Legacy Giving: Donor-Advised Funds

A donor-advised fund (DAF) is a named charitable giving account you can set up under a public charity, most often a sponsoring financial or community institution such as Schwab Charitable, Fidelity Charitable, or Seattle Foundation, among others. To set up a DAF, you make an irrevocable gift of cash or other assets to the financial or community institution and receive a tax deduction. As a “donor-advisor,” you may then make non-binding grant recommendations to benefit the charities you care about.

The Washington Trust is happy to accept gifts from donor-advised funds! Simply contact your sponsoring financial or community institution to recommend a grant to the Washington Trust. Questions? Contact Development Director Kristy Conrad at 206-624-9449 or kconrad@nullpreservewa.org.

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