Donor Advised Fund | Pepperdine University

Donor Advised Fund

The Donor Advised Fund (DAF) is a flexible and powerful tool for giving at Pepperdine. To establish a DAF at Pepperdine, make a tax-deductible gift to Pepperdine to a fund named in your honor. Thereafter, you can advise the University as to how to distribute charitable gifts from your fund - in increments and timing that you choose. 

Summary

  • Make an initial gift of cash, securities, real estate, LLC and LP interests, or other DAF or private foundation funds to Pepperdine
  • No cost to establish and no out-of-pocket expenses to maintain
  • Diversify concentrated holdings
  • Pepperdine does due diligence on grants to make sure money is used for charitable purposes
  • 50 percent of your annual distributions may support other charities

Tax Benefits

  • Receive an immediate dollar-for-dollar income tax deduction
  • Avoid capital gains taxes on gifts of appreciated assets
  • Income tax deduction up to 50 percent of AGI
  • DAF assets grow tax-free

Advantages Over a Private Foundation

  • No start-up costs and minimal paperwork
  • Maximum income tax deduction available
  • No excise taxes
  • Guidance of Pepperdine staff of attorneys, accountants, and real estate professionals
  • Anonymous distributions, if desired
  • Can dissolve private foundation into a DAF
  • Little or no management, recordkeeping, and tax filing responsibilities¬†

MAKE A GIFT TO YOUR DAF

Give cash, appreciated securities, or other assets

No cost to establish 

Receive immediate income tax deduction 

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FLEXIBLE CONTRIBUTIONS AND DISTRIBUTIONS 

Add to fund at any time 

Recommend annual gifts to Pepperdine and other public charities

No out-of-pocket expenses to maintain

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ALTERNATIVE TO PRIVATE FOUNDATION

Minimal paperwork

Maximum income tax deduction available

No excise taxes 

Contact Us

Phone

Toll Free

E-mail

(310) 506-4893

(855) 659-5746

curt.portzel@pepperdine.edu