DAFs combine the ease of a charitable savings account with the flexibility of strategic giving. They provide a convenient and cost-effective way to manage your donations while maximizing tax advantages.

When a donor contributes to a DAF, the donation becomes irrevocable, and the sponsoring organization takes legal control of the funds. The donor receives an immediate tax deduction in the year the gift is made. They can then recommend grants to a charity or charities of their choice either immediately or over time. The sponsoring organization handles the administrative tasks, including due diligence on the charity or charities and issuing grants on the donor’s behalf.

DAFs can be easily set up through your financial institution or a community foundation to serve as a flexible charitable giving vehicle.

For more information on how to establish a DAF, contact your community foundation or financial advisor.

Please note that individual situations vary, so we recommend consulting your financial advisor. In general, DAFs can provide the following benefits:

• Easy to turn your portfolio into an impactful gift to save lives.
• Eliminates capital gains on donated stock. Giving accounts have the potential to grow, possibly providing additional funding when you are ready to make a gift.
• You can make recurring gifts with ease, helping us to be prepared for the next emergency.
• You can quickly put your charitable dollars into action to respond to emergencies and disasters with an immediate grant.

Help us maximize the impact of your support by letting us know more about your DAF giving interests.

Yes, the IRS has specific guidelines for Donor-Advised Funds. Grants must be made to qualified 501(c)(3) public charities and cannot benefit individuals. Grants should also not provide more than incidental benefits to the donor. For example, grants cannot be used to pay for event tickets or personal expenses. Additionally, the sponsoring organization must ensure that all grants align with charitable purposes and are compliant with IRS regulation.

You’ll need:

• Legal name of organization: RET Americas, Inc. d/b/a RET International USA
• Tax ID: 20-2147701
• Mailing address: 1747 Pennsylvania Ave NW, Ste 1000, Washington, DC 20006-4636

For specific instructions or assistance, reach out to us directly at give@theret.org

Yes, you can help continue the mission of RET International USA after your lifetime by naming us as the beneficiary of your DAF. Simply contact your fund administrator to do so.

When donating through a DAF, the donor receives tax documentation from the sponsoring organization, not the charity. In contrast, a direct donation to RET International USA, by http://theret.org/donate/ for example, will receive tax documentation issued by RET International USA itself. Both methods provide tax benefits, but the process differs based on the giving vehicle used.

No, DAF grants cannot be made to private foundations. However, DAF funds can complement private foundations by providing additional flexibility and tax advantages for charitable giving.

Yes, donors receive an immediate income tax deduction in the year they contribute to a DAF. The sponsoring organization provides the necessary tax documentation to support the deduction.

For inquiries related to DAFs, please email give@theret.org, and a member of our team will assist you with any additional questions or provide guidance on how to direct your DAF grants to RET International USA.