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Donor-Advised Funds

GivingGiving Through MCFDonor-Advised Funds

Donor-advised funds at MCF are the smart, modern, and flexible way to change the world through your giving. On this page you can learn about the benefits of donor-advised funds, watch a short video that explains them, request a meeting to discuss them, see a list of current donor-advised funds at MCF, and--if you are ready--fill out a form to start the process of opening a fund.

Give to the Groups You Care About Most

A donor-advised fund at MCF makes it easy to support the issues and organizations you care about, in Marin County and around the world. As a donor, you make gifts to your fund at any time and then recommend grants from the fund at any time and in any amount in the future. Donor-advised funds at MCF are:

  • Effective: Your giving can be more informed and focused and make a greater impact on the issues that matter to you. And you’ll have a personal philanthropic advisor to help you learn more about community needs, effective organizations, and strategic grantmaking.
  • Financially smart: You’ll receive the most advantageous tax benefits available for charitable giving, and you’ll benefit from highly competitive administrative fees. You can invest a wide variety of assets, and investments are overseen by MCF’s highly seasoned investment professionals who serve on its Investment Committee.
  • Flexible: You can recommend grants whenever you want. There are no payout requirements. You can be anonymous in your giving. We can help you involve your family members in your charitable giving. And, donor-advised funds may be named to recognize the donor or donors, a family member, friend, or organization.
  • Easy: You can focus on your giving. We take care of everything else, including investments, due diligence about organizations you want to support, IRS reporting, and more. You also have online access to keep track of your fund and make grant recommendations.

Ways to Learn More

Watch a two-minute video about the benefits of a donor-advised fund at the Marin Community Foundation.

 

Want to chat with someone at MCF?

We’d be happy to speak with you, in person or by phone, to answer your questions about how we might be able to help you with your charitable giving. Just provide the information below.

Let us know the best way to reach you:

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Further Details and Current Funds at MCF

Click on "Donor-Advised Funds Overview" for detailed information about donor-advised funds.

Click on "Current Donor-Advised Funds at MCF" to see a list of current funds at the Foundation.

 

Ready to Get Started? This Worksheet Will Help. 

You can fill out a worksheet to start the process of opening a donor-advised at any time. Or you can ask a staff member at MCF to help you fill it out--in person or on the phone. The worksheet will help you think about various aspects of your charitable giving

NOTE: To fill out this worksheet, you will need to use Adobe Reader. You can save it as you work on it. When it is complete, you can send it to Brian Van Weele at bvanweele@marincf.org or Linda Sweeney at lsweeney@marincf.org.

To download this worksheet, click on "New Fund Worksheet for Donor-Advised Funds"

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Your Contacts for Donor-Advised Funds at MCF

Vice President for Philanthropic Services

Alexandra Derby Salkin

Vice President for Philanthropic Services

415.464.2517

and...

Director of Philanthropic Planning

Brian Van Weele

Director of Philanthropic Planning

415.464.2515

"MCF's donor-advised fund platform has made our charitable gifting more efficient and virtually effortless. And the GuideStar database makes investigating our gifting options comprehensive."

Bruce Raabe
Raabe Family Fund,
Donor at MCF since 2007