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Donor Advised Funds

A Donor Advised Fund (DAF) is a simple, efficient way to manage your charitable giving.

It allows you to combine the most favorable tax benefits with the flexibility to support your favorite charities, such as the UND Alumni Association & Foundation, at your convenience.

Giving from a Donor Advised Fund

An external DAF gives you the flexibility to recommend how much and how often money is granted to the University of North Dakota Foundation for the benefit of UND or other qualified charities. You can recommend a grant or recurring grants to make an immediate impact. You can also name the UND Foundation as a full or percentage remainder beneficiary of your DAF. 

Creating a DAF

Setting up a DAF through the UND Foundation makes it easy to be an active participant in your philanthropic mission and decision-making while also supporting the University of North Dakota. Grow your gift, receive a tax deduction and advise the Foundation which charities youโ€™d like to support. You may involve family or friends to serve as your advisory committee. The UND Foundation reviews your recommendations to ensure your charities are eligible to receive DAF funds, then distributes the grants accordingly.

Advantages of a DAF

A donor advised fund helps you and your family build a charitable legacy while offering:

  • An immediate tax deduction.
  • No federal excise tax.
  • No required annual tax reporting.
  • One simple form for recommending charities to receive grants from the UND Foundation.
  • UND Foundation professionals who handle all DAF fund maintenance and distribution as well as investment management and administration.
100k

minimum dollar amount to establish a DAF

51%

minimum of total annual grant distributions to UND

1k

minimum dollar amount per grant distribution

4x / year

frequency of grant distributions

 A DAF typically ends 10 years after the donorโ€™s passing OR the passing of the last surviving member of the DAF advisory committee. However, many term options are available. Please contact us to learn more about DAF options. 

This information is provided as an educational service to our donors and is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. State law may further impact your individual results.

Gift Intention Form

first graduating class
A Lasting Legacy

The 1889 Legacy Society honors those who have made a commitment for the future support of UND with estate, planned, or deferred gifts through the UND Foundation.

Meet the 1889 Legacy Society

Federal Tax ID number: #45-0348296

Associate Vice President of Development & Gift Planning
Shane Hersch
3501 University Ave. Stop 8157
Grand Forks, ND 58202
P 701.777.3992
shaneh@UNDfoundation.org

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UND Alumni Association & Foundation

Gorecki Alumni Center
3501 University Ave, Stop 8157
Grand Forks, ND 58202

701.777.2611  |  800.543.8764

webmaster@UNDalumni.net

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