Donor Advised Funds

How to Start Your Donor Advised Fund

Behind each fund at Coastal Community Foundation is a story about individuals and families who are making a difference. Starting your own donor advised fund is far less expensive than a private family foundation.

  • Make a tax-deductible donation to establish your fund. Donate cash, stocks or personal property. The minimum is $5,000

  • You can grow your donation tax-free in your DAF. You can decide to have the funds invested or in a money-market fund

  • Support the nonprofits or educational institutions you like over time. You can make grants to any qualified charitable organization or educational institution

Watch this short video about donor advised funds:

Become a Partner in Philanthropy At Coastal Community Foundation

Join us as a Partner in Philanthropy. Your gift allows the Foundation to respond to community needs through grantmaking programs, provide technical assistance to nonprofits, and support our work in building community philanthropy. Partners are recognized on our website and annual publication.

Five Reasons People Establish a Donor Advised Fund at CCF

  • One: Foundation staff provide highly personalized services tailored to your charitable interests

  • Two: You have the flexibility to invest in causes you care about most over the years. You can recommend grants to any qualified nonprofits or universities

  • Three: Donors can name successor advisors. Your children or grandchildren can continue your family legacy of giving

  • Four: Families can establish lasting legacies by creating permanent charitable funds in their names

  • Five: We are a local organization with a 34-year history in the community

Watch this 3 minute video about donor advised funds which highlights some of the Foundation’s current donors and their grantmaking.

Types of Gifts

  • Cash: a gift of cash may be made by check or you can donate online

  • Stock: When donating appreciated securities, you bypass capital gains tax and may deduct the fair market value of your gift. Your gift of stock may allow you to make a bigger philanthropic impact to areas you care about the most.donate appreciated securities

Real Estate

A gift of real estate to the Foundation is an excellent way to establish a charitable fund or add to an existing one. There are a number of advantages when you donate a property today:

  • 1: You avoid all capital gains taxes you might incur if the property was sold by you

  • 2: You receive an immediate charitable deduction equal to the fair market value of the donated property

  • 3: You may avoid potential future estate taxes on the gifted property

Please contact Lane Macy Kiefaber at the Foundation at (760) 942-9245 or email Lane@coastalfoundation.org

CCF’s started in 1987, around a small table wedged into a tiny office at the Community Resource Center in Encinitas. A handful of citizens had an idea: they wanted to create a way to support social service, education and environmental issues and more in an area undergoing extraordinary change.

Usefull Links

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Donor Advised Funds

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Usefull Links

  • Email: info@coastalfoundation.org

  • Phone: (760) 942-9245

  • Address: 441 Saxony Road, Encinitas, CA 92024

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