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Donor-Advised Funds

Easily recommend grants to University of Lynchburg for tax-efficient giving.

About Donor-Advised Funds

Generally, a donor advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it. However, the donor, or the donor’s representative, retains advisory privileges with respect to the distribution of funds and the investment of assets in the account.

Benefits

  • Retain the flexibility to make grant recommendations over time.
  • Receive an immediate tax deduction when contributing to your fund.
  • Make an immediate impact on our mission.

How it works

  1. Prepare your grant request by providing the necessary information about our organization to your Donor-Advised Fund (DAF) provider.
  2. Submit the grant request, specifying the amount you wish to donate and any additional details.
  3. Once approved, your DAF provider distributes the funds to our organization on your behalf.

Contribute through your DAF by submitting a grant request

Log in to your Donor-Advised Fund account or contact your Donor-Advised Fund provider to submit a grant request.

Submit your request to:
University of Lynchburg
Tax ID#: 54-0505922

We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Shawn Wood

Title :Assistant Vice President for Development

Phone: 434-544-8450

Email: wood_sp@lynchburg.edu

Already included us in your estate plan? Let us know

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More ways to make an impact

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).

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Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

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Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

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