Simplify your giving.
A donor-advised fund (DAF) is a charitable giving account that offers flexibility, potential tax benefits, and streamlined administration. The DAF account is offered by a sponsoring organization (often a community foundation) that will accept your gifts of cash, stocks, or other assets, and then makes charitable donations according to your directions. Your receive an immediate tax deduction, and then recommend grants to the University over time.
Potential benefits of a DAF include:
- Immediate tax deduction
- Tax-free investment growth
- Flexible and simplified giving
- Support for a diverse range of assets
- Privacy options
- Family legacy planning
How to make a donation using your DAF
Please make your grant recommendation for your donation to the USM Foundation to your fund administrator. Please remember, donations from your DAF cannot have any benefit to you in return for the DAF gift. You can notify the USM Foundation of your intention to make a donor-advised fund donation by contacting Erin Macey, Executive Director of Development, at erin.macey@maine.edu or 207-780-4408.
Learn more about ways to plan a legacy gift on our dedicated website.
Let’s continue the conversation.
Contact Erin Macey, Executive Director of Development:
Phone: 207.780.4408 or Fax: 207-780-4778
Email: erin.macey@maine.edu
Mail: Make your check payable to University of Southern Maine Foundation and addressed to Erin Macey, USM Foundation, P.O. Box 9300, Portland, ME 04101-9300
When planning to make a gift to USM, seek the advice of your financial or legal advisor.