Give to SGIM with a Donor-Advised Fund (DAF)

Donor-advised funds (DAFs) let you support SGIM while enjoying potential tax benefits and flexible giving. They’ve grown rapidly since the 2017 Tax Cuts and Jobs Act because they’re simple, efficient, and donor-friendly.

What’s a DAF?

A donor-advised fund is an account you establish with a sponsoring organization (e.g., a financial institution or community foundation). You can contribute cash or non-cash assets—such as stocks, mutual fund shares, publicly traded securities, private assets, or crypto. The sponsor invests the funds for potential tax-free growth, and you recommend grants to qualified organizations like SGIM.

How it works — in 4 quick steps

  1. Open a DAF. Many donors start with $5,000–$25,000 (no formal max).
  2. Invested for growth. The sponsor manages the fund for potential tax-free growth.
  3. Get an immediate tax deduction. You receive a deduction in the year you contribute to the DAF.
  4. Recommend grants to SGIM. When ready, you ask the sponsor to send a grant to your chosen charity. Grants can be one-time or recurring.

Why use a DAF to support SGIM?

  • Flexible: give when you want; set recurring grants.
  • Efficient: contribute appreciated assets directly.
  • Mission impact: fund SGIM’s work in general internal medicine.

Talk with your advisor

A financial/tax professional can help you decide if a DAF fits your charitable goals.

Have questions?

We’d be glad to help you explore giving through a donor-advised fund. Contact us for assistance.

Note: This page is for general information only and not tax or legal advice.