Simply Your Giving. Magnify Your Impact
DAF Basics
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Habitat for Humanity of Orange County and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.
You can also create a lasting legacy by naming Habitat for Humanity of Orange County the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.
An Example of How It Works
A couple wants to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.
The couple receives a federal income tax charitable deduction for the amount of the gift. They also get the time they need to decide which charities to support.
After researching community needs with the foundation’s staff, the couple recommend grants for Habitat for Humanity of Orange County and another local charity. The foundation presents the charities with checks from the Jimmy Fund, which the couple named in honor of a family member. They name Habitat for Humanity of Orange County as the beneficiary to receive the account balance after their lifetimes. The couple is delighted to start this personal legacy of giving.
Fund Your Donation With:
- Cash
- Appreciated Securities
- Retirement Plan Assets
- Tangible Personal Property
- Real Estate
Next Steps
- If you already have a fund, connect with Habitat OC.
- Contact Donor Relations at (949) 209-5927 or DonorRelations@HabitatOC.org to discuss using your donor advised funds to support Habitat OC and our mission.
- Seek the advice of your financial or legal advisor.
- If you include Habitat OC in your plans, please use our legal name, address, and federal tax ID.
Legal Name: Habitat for Humanity of Orange County, Inc.
Address: 2200 Ritchey St., Santa Ana, CA 92705
Federal Tax ID: 33-0311059
Contact Us
Our team would be happy to speak with you in confidence, with no obligation.
Already included us in your estate plan?
Disclaimer
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
- 2200 Ritchey Street Santa Ana, CA 92705