Donor Advised Funds

A flexible way to support LymeDisease.org today and into the future.

Donor Advised Funds can provide tax flexibility while allowing you to recommend charitable grants to organizations such as LymeDisease.org over time.

Understanding DAFs

What Are Donor Advised Funds (DAF)?

A donor-advised fund (DAF) is a charitable giving account that you open through a sponsoring organization—such as Fidelity Charitable, Vanguard Charitable, Schwab Charitable, or a community foundation.

When you contribute to a DAF, the sponsoring organization becomes the legal owner of the funds. However, you decide which charities receive grants from your DAF. Your contribution can be invested and grow tax-free until you decide where you want the money to go.

Why Donors Use DAFs

Benefits for Donors

A DAF offers flexibility. You can make a charitable contribution now—and receive an immediate tax deduction—even if you plan to recommend grants to charities later.

Many donors use DAFs to “front-load” giving in a high-income year. This allows them to maximize the tax benefit while still deciding over time which charities will receive support.

Fidelity Charitable

Vanguard Charitable

Schwab Charitable

Fidelity Charitable, Vanguard Charitable and Schwab Charitable are the most common used national donor advised funds.

Planning possibilities

Some of the reasons a donor might want to set up a DAF besides the tax benefit in a high-income year are:

  • The desire to leave a generous legacy in retirement years
  • Donor wants to give back excess income
  • Ability to make continuous giving throughout retirement
  • The ability to give appreciated securities (some facilitate Bit Coin donations)
  • Donate on an anonymous basis
  • Create an “In Memoriam” Fund
  • Teaching Charitable Giving to Children
  • Leave a Family Legacy Vehicle
  • The ability to grow their donation tax-free
  • Take advantage of the tax benefits in the case of a windfall or high bonus year

LymeDisease.org DAF Information

LymeDisease.org is a nationally registered 501©(3). Our EIN is 68-0214101. If you have any questions, please contact Carolyn Degnan, COO at cdegnan@lymedisease.org or call the donor phone line at 510-807-0133.

A quick note

The information above is a general overview of donor-advised funds and is not intended as tax advice. We encourage you to speak with your financial advisor to determine whether a DAF is a good fit for your personal financial situation.

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About LymeDisease.org

LymeDisease.org seeks to make the patient voice stronger, to support patient-centered research, and to create a future where Lyme patients can receive the treatments they need to get well. Its focus is on large scale science-based advocacy, communications and big data research.

Founded in 1989, we are one of the oldest, largest, and most trusted sources of patient information on Lyme disease, drawing millions of unique website visitors a year. Our MyLymeData patient registry and research platform has enrolled over 20,000 patients and is the basis for nine peer-reviewed journal articles on Lyme-related conditions. Our communications network distributes resources and educates the public about the science of tick-borne diseases via website content, blogs, social media, and our online journal, the Lyme Times.

More Info

You can also donate through the mail. Please make checks payable to LymeDisease.org and mail them to LymeDisease.org, PO Box 16009, San Diego, CA 92176.

If you have questions about donations, you can also call our COO, Carolyn Degnan, at 510-807-0133.

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