Donor Advised Fund

A donor-advised fund (DAF) is a charitable giving vehicle that you can create to manage charitable donations on behalf of yourself and your loved ones. DAFs allow you to support JDRF while receiving favorable tax benefits and having the ability to recommend grants from the fund over time.

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You can set up a DAF account with most financial institutions by contributing cash, securities, or appreciated assets. Through DAF, you will be eligible for a current-year tax deduction and can be more strategic about your giving decisions.

Making a gift through a DAF today allows JDRF to:

  • Fund innovative research to improve lives and accelerate cures;
  • Bring together talents in academia, industry, government and other nonprofits to collaboratively solve challenges in T1D research and clinical care;
  • Advocate for government action to providing a support structure for our community;
  • Ensure U.S. regulatory policies provide clear and reasonable pathways for scientific research and therapy approvals;
  • Promote access to life-changing T1D breakthroughs by advocating for coverage, affordability and choice of T1D therapies in the health care system and for national policies that protect those with pre-existing conditions like T1D; and
  • Provide in-person and digital support for individuals and families facing challenges from T1D.

Why DAF?

  • Simplicity: the donor-advised fund sponsor handles all record-keeping, disbursements, and tax receipts.
  • Flexibility: timing of your tax deduction can be separate from your charitable decision-making.
  • Tax-efficiency: contributions are tax-deductible, and any investment growth in the DAF is tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains taxes.
  • Family legacy: a DAF is a powerful way to build or continue a tradition of family philanthropy.
  • No transaction fees: once approved, 100% of your recommended grant comes directly to JDRF’s mission to create a world without T1D.

 

If you already have a DAF account

You can recommend a grant directly to JDRF from BNY Mellon, Fidelity, or Charles Schwab by using the widget below.

Please complete this form if you plan to make a gift to JDRF through your DAF account outside of BNY Mellon, Fidelity, or Charles Schwab. A member of our team will get in touch with you to confirm receipt and ensure that your gift is directed to the area of your interest.

If you’re interested in establishing a DAF…

Please contact your financial advisor or we’re here to help. Please contact the Leadership Giving Team at leadershipgiving@jdrf.org. As always, please consult your financial or legal advisor for information regarding your specific situation.
 
JDRF’s tax I.D. number is 23-1907729.