Donor Advised Fund

Harness the Giving Power of a Private Foundation

Get More From Your DAF

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

View My Guide

A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Step Up For Students 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 Step Up For Students 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.

*Step Up For Students does not manage a donor advised fund. Local community foundations may be a helpful resource for donor advised funds.

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.

Please provide the following information to view the guide.

Donor Advised Fund Guide Request Form
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An Example of How It Works

Happy family A couple wants 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, the couple recommends a grant for a charity (which they've supported for years), like Step Up. The foundation presents the charity with a check from a fund that the couple named in honor of their granddaughter. The couple is delighted to start this personal legacy of giving.

Personal Estate Planning Kit

Not Sure How to Begin Planning?

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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 Catherine Bridgers at (727) 300-0361 or cbridgers@stepupforstudents.org to discuss using your donor advised funds to support Step Up and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. If you include Step Up in your plans, please use our legal name and federal tax ID.

Legal name: Step Up For Students
Address: 4655 Salisbury Road, Suite 400, Jacksonville, FL 32256
Federal tax ID number: 59-3649371