Donor Advised Fund

Harness the Giving Power of a Private Foundation

A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Walnut Hills High School Alumni Foundation and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

You can also create a lasting legacy by naming the Walnut Hills High School Alumni Foundation the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

DAF Basics

Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

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An Example of How It Works

Happy family Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.

The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support.

After researching community needs with the foundation’s staff, Joe and Laura recommend grants for the WHHS Alumni Foundation (which they've supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their daughter. Joe and Laura are delighted to start this personal legacy of giving.

Personal Estate Planning Kit

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Next Steps

  1. If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
  2. Contact Debbie Heldman at 513-363-8496 or debbieheldman@gmail.com to discuss using your donor advised funds to support the WHHS Alumni Foundation and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. If you include the WHHS Alumni Foundation in your plans, please use our legal name and federal tax ID.

Legal name: Walnut Hills High School Alumni Foundation
Address: 3250 Victory Parkway Cincinnati, OH 45207
Federal tax ID number: 31-1449932

Get More From Your DAF

Ensure you’ve made the most of your donor advised fund—for your family and for the WHHS Alumni Foundation. Download the FREE guide Maximize the Impact of Donor Advised Funds.

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A charitable bequest is one or two sentences in your will or living trust that leave to the Walnut Hills High School Alumni Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the Walnut Hills High School Alumni Foundation, a nonprofit corporation currently located at 3250 Victory Parkway Cincinnati, OH 45207, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the WHHS Alumni Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the WHHS Alumni Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the WHHS Alumni Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the WHHS Alumni Foundation where you agree to make a gift to the WHHS Alumni Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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