Employer Matching Gift Program - Southeastern Brain Tumor Foundation

support the sbtf with donor advised funds

support the southeastern brain tumor foundation with a donor advised fund

Help support the brain tumor community my making a grant recommendation from your donor-advised fund (DAF).

A DAF is a charitable savings account that gives you the flexibility to recommend grants to the Southeastern Brain Tumor Foundation and other qualified charities with tax benefits.

You can also create a lasting legacy by naming the Southeastern Brain Tumor Foundation the beneficiary of the entire account or a percentage of the fund. You can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations like the SBTF.

How does it work? An example-

Joe and Anna want to give back to their hometown by putting their money where it will do the most good. They estabilish a $25,000 donor advised fund with a community foundation. The couple receives a federal income tax charitable deduction for the $25,000 gift in the year it was made. They also get the time they need to decide which charities to support.

After researching community needs, Joe and Anna recommend two $5,000 grants for the Southeastern Brain Tumor Foundation (which they've supported for years) and a local animal shelter. The foundation presents the charities with checks from the "Patricia Fund," which Joe and Anna named in honor of Anna's mother. The remaining $15,000 in the DAF is invested and grows tax-free for both Joe and Anna and the future receiving charities. Joe and Anna can request a grant at any time to any qualified charity in the future.

The couple names the SBTF as the beneficiary of the DAF to receive the account balance after their lifetimes. Joe and Anna are delighted to start this personal legacy of giving.

Please mail all gifts and forms to:

As a 501(c)(3) organization, the SBTF is eligible to receive distributions from most donor advised funds.

The Southeastern Brain Tumor Foundation
PO Box 422471
Atlanta, GA 30342

SBTF's federal tax identification number (TIN) is 58-2166144
If you have questions, please email us at [email protected]

If your DAF is managed by one of three currently participating organizations (Fidelity Charitable, Schwab Charitable, or BNY Mellon) you may initiate your DAF grant using the online tool "DAF Direct." Simply select your organization, enter the designation (instructions on how the charity should use the funds), and the amount. You will then be redirected to your DAF organization to complete the gift with the SBTF's information pre-populated.

learn more about donor advised funds (DAF)

What is a donor-advised fund (DAF)?

A donor-advised fund (DAF) is an investment account with the sole purpose of supporting charitable organizations you care about. When you contribute cash, securities, or other assets to your DAF, you’ll enjoy an immediate tax deduction—and easily support the Southeastern Brain Tumor Foundation and other charities that matter to you, on your schedule.

You can make one-time gifts or set up recurring monthly donations. You can give to one charity or multiple, all from a single DAF.

DAFs are the fastest-growing charitable giving vehicle in the United States because they are one of the easiest and most tax-advantageous ways to give.

How do donor-advised funds work?

DAFs can be easily set up through your financial institution or through a community foundation to serve as a flexible charitable giving vehicle. For more information on how to establish a DAF, contact your community foundation or financial advisor.

After opening an an account and making an initial contribution, the DAF’s sponsoring organization then actively manages and invests the funds, providing tax-free growth.

The donor also receives an immediate tax deduction upon contributing to the fund. Later, when the donor decides to donate using the fund, they’ll recommend a charity to the sponsoring organization, which will then disburse the gift as a grant.

There are no limits to the contributions and grants that donors can make, and they can even set up recurring grants to their favorite nonprofits—like the SBTF!

What are the benefits of using a donor-advised fund?

Easily contribute a wide range of assets to a single, philanthropic fund.
Centralize your giving and record-keeping in one location.
Make an impact in the world—and enjoy an immediate tax deduction.
Sustain the charities most important to you by establishing recurring DAF gifts.
Your DAF sponsor can help you identify and vet qualified nonprofit organizations that align with your values.
Respond quickly as crisis moments arise.
Eliminate capital gains on donated stock.
Invest your donation for tax-free growth.
Support your legacy planning—many DAF sponsors allow you to pass the remaining funds in your account at your death to your favorite charities.
Start a legacy of giving—involve your children and discuss why giving is important to you.

How can I establish a donor-advised fund?

Donors can establish a donor-advised fund at several organizations such as Fidelity Charitable, Schwab Charitable, Edward Jones Charitable Gift Fund, local community foundations, National Christian Foundation, or Jewish Federation. Your personal financial advisor may offer additional donor-advised fund opportunities.
In the Atlanta area, you can open a DAF at the Jewish Federation of Greater Atlanta or the Community Foundation for Greater Atlanta.

Note that fees, minimum charitable grant amount, minimum initial investment and other factors vary by donor-advised fund. The SBTF does not recommend any specific fund or strategy and encourages you to speak to your financial and tax advisors.

Other resources

Our financial partner, Homrich Berg Wealth Managment, offers this insight on donor-advised funds:

https://homrichberg.com/charitable-giving-with-donor-advised-funds/