Anti-Defamation League

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Donor Advised Fund

Gift of Life Insurance Diagram

How It Works

  • You make an irrevocable gift to ADLF of cash, securities, or other property. The minimum initial gift is $10,000.
  • Your donor advised fund is invested in the ADLF and managed by our Board of Trustees and Finance Department.
  • You may propose that distributions from the fund be made on your own giving timetable, to areas of ADLF or other charitable organizations. Please contact us for more information.
  • At least 50 percent of the gifts donated to the fund and any appreciation or income attributed to those amounts must be designated for purposes at ADLF.

Benefits

  • You or family members you designate have advisory privileges over the fund and may recommend distributions to support specific areas of ADLF and other qualified charitable organizations.
  • You may claim a federal charitable income tax deduction in each year you contribute to your donor advised fund. There is no capital gains tax due on appreciated assets, and the gifts may reduce your gross taxable estate.
  • Gifts to a donor advised fund at ADLF receive more favorable tax treatment than gifts to a private foundation.
  • Unlike gifts made through private foundations, charitable distributions from a donor advised fund can be made anonymously.
  • There are no administrative expenses associated with a ADLF donor advised fund.
  • We manage all record keeping, consider and approve distributions to other qualified charities, and provide you with detailed annual statements.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers


1. Will I be able to claim tax deductions for the annual distributions my donor advised fund makes to ADLF and other charities?

2. Will I be able to tell ADLF or another charity how I want it to use the money it gets from my donor advised fund?

3. How often can I recommend distributions from my donor advised fund, and is there a limit to how much I can I recommend for distribution each year?



Compare Gift Plans Goals & Benefits Glossary Request Information

The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.

For more information, please contact:

Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710

This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.