Make a Gift with a Donor-Advised Fund

The donor-advised fund (DAF) is becoming an increasingly popular way to make a charitable gift, and UUSC is grateful to the many donors who choose to support us in this way. DAFs can simplify charitable giving to organizations like UUSC and provide you with immediate tax benefits. Here are two simple ways you can make a gift to UUSC through your DAF:         

  • Make an outright gift by suggesting a grant to Unitarian Universalist Service Committee.
  • Designate Unitarian Universalist Service Committee to receive all or a portion of the fund value upon the termination of the fund.  

You can select the option that best suits your philanthropic and financial goals to support the Unitarian Universalist Service Committee. Just contact your fund administrator to request a distribution or beneficiary form or download the appropriate form(s) from your administrator’s website.

If you include Unitarian Universalist Service Committee in your plans, please let us know and use our legal name and federal tax ID.

Legal Name:  Unitarian Universalist Service Committee, Inc.
Address:  UUSC, PO Box 808, Newark, NJ 07101-0808
Federal Tax ID Number: 04-6186012

Creating a Donor-Advised Fund

Creating a donor-advised fund makes it easy to support charities like UUSC and can provide you with immediate tax benefits.

How it works

You establish a fund at a sponsoring charity. This could be a community foundation, a public charity with a donor-advised fund program, or one of the well-known investment companies that sponsor donor-advised funds. First, check with the fund sponsor about the minimum contribution to start a fund as it ranges from $5,000 to $25,000. Then, make an initial contribution to start your fund of cash or appreciated assets such as stocks or mutual funds. You’ll get an immediate income tax deduction.

Once established, you can suggest that your favorite public charities, such as Unitarian Universalist Service Committee, receive grants from your fund. The grants can be relatively modest or larger for projects such as a capital campaign or special fund.

You do not get an additional tax deduction for these grants. You can also suggest which charities you want to have any remaining assets in your fund at your passing. Unitarian Universalist Service Committee is grateful for gifts that come from donor-advised funds.  

If you are considering establishing a donor-advised fund we can suggest several fund sponsors for your review. You should also consult your professional advisor for their guidance.