Solutions

6 creative ways to optimize your giving

If you’re one of the thousands of generous givers who use a Giving Fund (donor-advised fund) at NCF, you know how simple and fun it can be to give to the causes and charities you love most … online, anytime, 24/7.

Besides the basics of adding money to your Fund balance and then sending grants to charities, there are other creative ways to use your Fund. You can learn about some of them here.

  1. Find your favorite charities
    There are now more than 30,000 profile pages for charities, organized by more than 50 causes on our site, such as adoption, evangelism, or human trafficking. You can search for and browse charities, add them to your favorites list, and send them grants when you’re ready.
  2. Automate your giving and granting
    Some of you would prefer to provide financial help to your favorite charities regularly, and not just when you are asked. Instead of just one-time transactions, you can set up regular, automatic withdrawals from your bank account or credit card to deposit into your Fund. You can also schedule recurring grants from your Fund, so that checks go to your favorite charities monthly, quarterly, or annually … even when you’re out of town or unable to log in.
  3. Grow your Fund by investing
    Select from a variety of options that put your Giving Fund to work. NCF offers multiple investment pools, impact investing opportunities, and the ability to set up separately managed accounts.
  4. Consider bunching your gifts
    Did you know that your Giving Fund can play an important role in a bunching strategy to help you save on taxes? If you normally don’t itemize, you may be able to give multiple years of charitable contributions into a Giving Fund in a single year, itemize for that year, then grant the contributions to charities over a number of years, including those in which you claim the standard deduction. Our team of experts is ready to help you explore this tax-saving strategy.
  5. Grant anonymously
    Sometimes, whether for a big grant to jumpstart a project for a charity or ongoing grants, you don’t want everyone to know it was you who made that grant. On any one-time or recurring grant you make, you can specify that you’d like the grant(s) to be anonymous, so the money goes out without your name attached to it. It’s a great way to keep your giving private.
  6. Leave a legacy of giving
    Your Fund can be a powerful tool to help continue your legacy of giving to your favorite causes, even after your death. Log in to set up a succession plan, so your kids and grandkids can manage your Fund after you’re gone. Also consider naming your NCF Giving Fund as the beneficiary in your will, trusts, estate, 401k, or IRA. Please feel free to call our team of experts to help you explore legacy giving options.
Watch a video to learn more about the Giving Fund from NCF.
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