About Donor-Advised Funds
A Donor-Advised Fund (DAF) allows individuals to make charitable contributions and receive an immediate tax deduction. The funds are managed by a DAF custodian, and the donor can recommend grants to their preferred nonprofit organizations.
Donors can contribute to the fund over time and recommend grants to charities at their discretion, providing flexibility in their giving strategy.
Benefits
- Retain the flexibility to make grant recommendations over time.
- Receive an immediate tax deduction when contributing to your fund.
- Make an immediate impact on our mission.
How it works
- Prepare your grant request by providing the necessary information about our organization to your Donor-Advised Fund (DAF) provider.
- Submit the grant request, specifying the amount you wish to donate and any additional details.
- Once approved, your DAF provider distributes the funds to our organization on your behalf.
How to use the DAF Direct Widget
The DAF Direct Widget makes it easy for you to give through your Fidelity Charitable, Schwab Charitable or BNY Mellon Charitable account. After you select the institution that manages your donor-advised fund, simply enter the dollar amount you want to donate to the University of New Haven and click “next.” You will then be directed to an external website to complete your gift. We will be notified of your generous donation after the DAF institution sends us your contribution. If you don’t already have a DAF, contact your financial advisor to learn how to set up a donor-advised fund.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Lisa Wrubleski
Title :Director of Development, Planned and Major Gifts
Phone: 860-478-2870
Email: lwrubleski@newhaven.edu
Already included us in your estate plan? Let us know
More ways to make an impact
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).