Donor Advised Fund Program

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Giving through the Ocean Grants Donor Advised Fund Program is easy and provides the following advantages:

  • Secure your beneficial tax treatment immediately and take your time in determining which nonprofit to donate to

  • Make your dollars more impactful by utilizing Ocean Grants Special Reports and giving to Ocean Grants Recommended Organizations

  • Receive Ocean Grant’s Stewardship Service, which ensures you receive progress reports from the nonprofits you’ve helped support

We give 98% of your donation to the Ocean-focused organization(s) of your choosing. 

Specific Program Benefits Include*

  • Income Tax Deduction - An immediate income tax deduction in the year funds are contributed to the DAF (up to 60% of Adjusted Gross Income for cash; up to 30% of AGI for non cash; there is a 5 year carry-forward for unused deductions)

  • Capital Gains Tax - No capital gains tax on gifts of appreciated assets (i.e., securities, real estate, other illiquid assets)

  • Estate Tax - DAF will not be subject to estate taxes

  • Tax Free Growth - DAF can be invested and appreciate tax free

  • Alternative Minimum Tax (AMT) - DAF contributions will reduce your AMT impact

*$10,000 minimum contribution