Orange County United Way Donor Advised Fund

Charitable giving is among the highest of human aspirations, woven into the fabric of organizations, countries and societies around the world. While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.

Donor Circular and Disclosure Statement

Achieve positive environmental and social impact in the public markets through the Morgan Stanley GIFT Impact investment options
Receive professional investment advice on growing your charitable gifts
Contribute using a wide variety of cash and marketable securities; and with prior approval illiquid assets such as real estate, artwork or private company stock
Help coordinate charitable giving with succession planning
Develop a program of giving or transfer a private foundation to a simpler gifting solution
Mitigate capital gains tax on gifts of appreciated securities and other assets
Establish a long-term charitable giving strategy that reflects your passions, vision and values
Make anonymous grants
Reduce your estate tax liabilities
Conduct research on areas of charitable interest and specific charities

Create a philanthropic legacy. A well-planned and thoughtful approach to charitable giving benefits donors and more importantly, the charities you care about. This is why you may want to consider the advantages of a Donor Advised Fund (DAF) as part of your overall charitable giving strategy.

Please contact us with any questions.

Emilee Tello
Chief Financial Officer
(949) 263-6154

For technical assistance:
MSGIFT@reninc.com
(855) 865-GIFT

Login to Your Account

Username

Password

Forgot your Username or Password?