false

How to give through a donor-advised fund

Your donor-advised fund can help you make an impact today with charitable grants and in the future through your estate by leaving a legacy gift to Mass General Brigham.

Couple reviews paperwork

standard-fill

primary

internal

Give through a DAF

Learn more about how

/content/giving-xwalk/en/ways-to-give/donor-advised-funds#how-to-give

secondary

internal

Review our frequently asked questions

See answers to common DAF inquiries

/content/giving-xwalk/en/about-us/frequently-asked-questions

Donor-advised funds

Donor-advised funds, or DAFs, act like philanthropic savings accounts and are becoming a popular way to make a charitable gift. You get tax benefits and flexibility to recommend gift amount and frequency to your favorite nonprofits — like Mass General Brigham.

Why a DAF?

There are several reasons a DAF could be a worthwhile option for your charitable giving.

Simplicity: The DAF sponsor handles all record keeping, disbursements, and tax receipts, while you avoid the cost and complexities of managing a private foundation. And there are no transaction fees, meaning 100% of your gift goes to Mass General Brigham.
Flexibility: The timing of your tax deduction can be separate from your charitable decision making.
Benefits: Contributions are tax deductible and your investments in a DAF can appreciate tax-free. You receive an immediate income tax deduction in the year you contribute to your DAF. Additionally, your DAF will not be subject to estate taxes.
Legacy: To continue your support after your lifetime, you can name Mass General Brigham as a beneficiary to receive all or a portion of your DAF.

How to give

Step 1

Step 2

Confirm address and contact information:

Mass General Brigham
Development Office
399 Revolution Drive, Suite 1330
Somerville, MA 02145
giftadmin@mgb.org
617-424-4321

Step 3

Enter the amount, frequency, and designation, and complete other required steps.

You can also designate Mass General Brigham as a successor beneficiary to receive some or all of the fund’s final balance.

If you have already included Mass General Brigham in your plans, please let us know.

DAF organizations

Mass General Brigham receives gifts from DAF-sponsoring organizations across the country. Links to our donors’ most common DAF portals are here for your convenience.

American Endowment Foundation

American Online Giving Foundation

Ayco Charitable Foundation

Bank of America Charitable Gift Fund

BNY Mellon Charitable Gift Fund

Combined Jewish Philanthropies

Fidelity Investments® Charitable Gift Fund

Goldman Sachs Philanthropy Fund

Jewish Communal Fund

Morgan Stanley Global Impact Funding Trust

National Philanthropic Trust

Northern Trust Charitable Giving Program

Renaissance Charitable Foundation

Schwab Charitable Fund™

The Boston Foundation

The New York Community Trust

U.S. Charitable Gift Trust

Vanguard Charitable Endowment Program

"Our donor-advised fund is a great mechanism that allows us to contribute to the organizations that mean a lot to our family."

Jeff Rosen

Mass General Brigham Donor

true

Frequently asked questions

What is a donor-advised fund?

A donor-advised fund acts like a philanthropic savings account. With a DAF, you get both tax benefits and the flexibility to recommend gift amount and frequency to your favorite nonprofits. Your financial advisor can help you set up a DAF.

What are the benefits of giving through a DAF?

Contributions are tax deductible and your investments in a DAF can appreciate tax-free. You receive an immediate income tax deduction in the year you contribute to your DAF. Additionally, your DAF will not be subject to estate taxes. And the timing of your tax deduction can be separate from your charitable decision making.

Is it easy to give through a DAF?

Yes. The DAF sponsor handles all record keeping, disbursements, and tax receipts, while you avoid the cost and complexities of managing a private foundation. And there are no transaction fees, meaning 100% of your gift goes to Mass General Brigham.

Can a DAF be part of your estate gift?

Yes. To continue your support after your lifetime, you can name Mass General Brigham as a beneficiary to receive all or a portion of your DAF. You can easily update your beneficiary designation at any time with your fund provider.

What information do I need for the gift?

Confirm address and contact information:
Mass General Brigham
Development Office
399 Revolution Drive, Suite 1330
Somerville, MA 02145
giftadmin@mgb.org
617-424-4321

What is a designation?

A gift designation is your specification of how we use your donation. You can restrict your giving to a specific purpose, like cancer care or Alzheimer’s disease research. Or, you can make an unrestricted gift to Mass General Brigham, which gives us the flexibility to direct your donation to the areas of greatest need and opportunity in support of our mission.

I need help designating my gift.

Contact Kiran Rai, senior director of gift administration, at krai1@mgb.org or 617-424-4321.

Contact us

Our Development Office is available to help you with all your giving questions related to donor-advised funds.

primary

Email us

krai1@mgb.org?subject=Web%20Inquiry

secondary

phone

Call now

Call us

6174244321