Donor Advised Fund

The Donor Advised Fund (DAF) is a flexible and powerful tool for giving at Pepperdine. To establish one, make a tax-deductible gift to Pepperdine to a fund named in your honor; and then you can advise the University on how to distribute charitable gifts from your fund. The increments and timing of the distributions are of your choosing.

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 ensure money is used for charitable purposes
50% 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% 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)
Ability to 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

Flexible Contributions & Distributions

*Add to fund at any time

*Recommend annual gifts to Pepperdine and other public charities

*No out-of-pocket expenses to maintain

Alternative to Private Foundation

*Minimal paperwork

*Maximum income tax deduction available

*No excise taxes