Donor Advised Fund

Simplify Your Giving

Open a DAF With CCUSA

When you create a DAF through CCUSA, your donations will be invested and managed in a way that meets the Catholic values screen established by the United States Conference of Catholic Bishops investment guidelines. Your gifts can grow tax free and generate even more money for the causes you care about, in a socially responsible way.

With an initial gift of as little as $1,500, you can design your own investment strategy to manage your philanthropy and your tithing. If you currently have funds in a DAF but would prefer to invest your gifts in a way that meets Catholic values, we can work with you to establish and transfer the funds.

To open a CCUSA Donor Advised Fund, visit ccusa.donorfirstx.com, or contact us for more information.

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 Centralize Your Giving With Donor Advised Funds.

An Example of How It Works

Happy couple calculating donations 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 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 CCUSA (which they’ve supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Joe and Laura named in honor of Laura’s mother. They name CCUSA as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.

Fund Your Donation With:

Next Steps

If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
Contact Francena Phillips Jackson at 703-236-6206 or fjackson@CatholicCharitiesUSA.org to discuss using your donor advised funds to support CCUSA and our mission.
Seek the advice of your financial or legal advisor.
If you include CCUSA in your plans, please use our legal name and federal tax ID.

Legal name: Catholic Charities USA
Address: 2050 Ballenger Avenue, Suite 400, Alexandria, VA 22314
Federal tax ID number: 53-0196620

Get More From Your DAF

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