Donor Advised Fund

A Smart and Flexible Way to Leave a Legacy

A Donor-Advised Fund (DAF) is a powerful planned giving tool that combines the flexibility of managing your charitable contributions over time with immediate tax benefits. Through a DAF, you can support United Way of Greater Milwaukee & Waukesha County in addressing the community’s most pressing needs or in funding specific initiatives that resonate with your philanthropic vision.

Your Impact

By naming United Way as a beneficiary or making regular grants through your DAF, you help fund critical initiatives that reduce barriers to employment, supports school-based youth mental health services, end family homelessness in our region, and ensures everyone as the technology to succeed in our digital world.

Why Chose a Donor-Advised Fund?

Flexibility: Make grant recommendations at your convenience, tailoring your giving to align with your charitable priorities.
Tax Efficiency: Receive and immediate tax deduction when contributing to your fund, whether through cash, appreciated securities, or other assets.
Long-Term Impact: Establish a legacy that reflects your values and supports the transformative work of United Way.

How it Works

Contribute to your DAF
Fund to your DAF through cash, stocks, or other appreciated assets. Contributions are managed by your DAF custodian.
Recommend a Grant to United Way of Greater Milwaukee & Waukesha County
At any time, you can recommend grants to United Way to support our mission or a specific initiative you care deeply about.
Consider a Legacy Gift
Designate Unite Way as the beneficiary of your Donor-Advised Fund. Whether it’s the entire account or a percentage, this planned gift ensures your legacy continues to make an impact.

FAQs

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What is a Donor-Advised Fund (DAF)?

A DAF is a charitable investment account that allows you to make contributions, receive an immediate tax deduction, and recommend grants to charities over time.

How do I know if a DAF is right for me?

A DAF is ideal if you want to manage your charitable giving in a flexible, tax-efficient way and create a legacy of support for causes you care about.

What types of assets can I contribute to my DAF?

You can contribute cash, appreciated securities, or other assets, such as real estate or closely held business interests, depending on your DAF custodian’s policies.

Can I recommend grants anonymously?

Yes, most DAF custodians allow you to make anonymous grant recommendations if you prefer privacy

How do I designate United Way as a beneficiary of my DAF?

Contact your DAF custodian to name United Way of Greater Milwaukee & Waukesha County as a beneficiary of your DAF. You can choose to designate the entire account or a percentage.

Will I receive a tax receipt for grants made through my DAF?

Since you received a tax deduction when funding your DAF, you will not receive an additional receipt for individual grants.

What happens to my DAF if I don't use all the funds during my lifetime?

Any remaining funds can be distributed to your designated beneficiaries, such as United Way, ensuring your legacy lives on.

How do I start the process of making a grant to United Way?

Contact your DAF custodian or use their online portal to recommend a grant to United Way. Include our Tax ID/EIN: 39-0806190 and payment address: Box 88110, Milwaukee, WI 53288-0110.

Key Information for your DAF Custodian

Payment Address:
United Way of Greater Milwaukee & Waukesha County
Box 88110
Milwaukee, WI 53288-0110

Tax ID/EIN: 39-0806190

Ready to Recommend a Grant?

Use the form provided by your Donor Advised Fund custodian or connect directly with us to ensure your gift is used exactly as you intend.

Need Assistance?

If you have questions or need assistance, please contact:
Alejandra Anastas
Planned Giving Officer
legacysociety@unitedwaygmwc.org
414.263.8202