Individuals, families, affinity groups, and corporations can set up their own Donor Advised Fund (DAF), managed by Moore Philanthropy, to make immediate, meaningful impacts in communities across the U.S. and abroad. Our DAFs are for donors at all giving levels who want to give now and with regularity.
Our Donor Advised Fund Services
We offer two kinds of donor advised funds – a traditional DAF or a Mockingbird Account – making this tax-efficient giving vehicle accessible at any supporter level.
What is a Donor Advised Fund (DAF)?
A donor advised fund (DAF) is an efficient and flexible giving solution that provides immediate tax benefits. DAFs allow you to make grant recommendations to the causes you love on your own timetable. Grants can be made to eligible nonprofit organizations in the U.S. or abroad.
Traditional DAF
to open a fund
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Required annual disbursement (minimum 1 grant per year)
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Make grants immediately
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Assigned fund manager
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100 minimum grant amount
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$0 annual fee
Mockingbird Account
to open a fund
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Required annual disbursement
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Make grants immediately
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Assigned fund manager
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minimum grant amount
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Year 1: $75 / Year 2: $125
How do we manage your DAF?
What are the benefits of our DAF?
Support the causes and issues most meaningful to you across the U.S. and abroad.
Tap into our philanthropic expertise.
Customize your fund name - after yourself or in honor of a family member, friend, or an organization.
Keep your giving confidential, if you so choose.
Enjoy low fees and high-touch services.
Give to the DAF in the ways that you want - by check, ACH, wire transfer or donate appreciated assets.
Engage your family members and friends in your philanthropic goals.
Count on our back-office support to issue donor tax receipts, administer grant payments, and ensure compliance when making donations.
What are the fees?
| Asset Amount | Rate |
|---|---|
| Assets less than $100,000 | 1.25% |
| Next $100,000 | 1.0% |
| Next $250,000 | 4.3% |
| Next $500,000 | 3.0% |
| Next $1,000,000 | 2.0% |
| Next $5,000,000 | 1.0% |
Administrative fees are assessed quarterly. Investment management and consulting fees related to the foundation’s investment pools are charged separately. Additional fees may be charged for any mutually agreed-upon extraordinary legal, banking, or other services rendered on behalf of a fund.
Flexible Grantmaking
We enable you to recommend grants in the U.S. and internationally. Our staff are located throughout the U.S. to provide you with localized expertise. Our multilingual staff has deep networks abroad having lived in South America, Central America, Africa, Europe and Asia. Our diversity of experience helps streamline your varied philanthropic interests in one fund.
What are the tax advantages of a DAF?
Want to establish a Donor Advised Fund? Send us a message by filling out the form below and we’ll follow up with more information.
Moore Services
