Legacy Giving

Option 1: Leave a Legacy Gift

You may name CAF America as a beneficiary of your will or estate and instruct your Executor to communicate your grant advice once CAF America receives the gift. Under this option, the responsibility to ensure that we follow the correct grant advice rests with the Executor.

Option 2: Create a Legacy Donor Advised Fund (DAF)

Establishing a Legacy DAF at CAF America streamlines the process of giving, because you may use the Fund to advise grants to both domestic and foreign organizations.

Once you set up a DAF, you name the Fund as the beneficiary of your will or estate and designate standing grant advice for any donations made into the Fund.

The DAF remains inactive until the first contribution is made into it, at which point CAF America will carry out the standing grant advice. This may be initiated during your lifetime or after your passing.

You may designate friends or family members as Advisors to the DAF, as part of a legacy plan to engage the next generation in philanthropic giving.

Or, you may designate CAF America as the Fund Advisor. In this case, you do not need to name a specific grantee but simply leave instructions based on your philanthropic goals. CAF America will then use our extensive network, decades of experience, and knowledge of the regulatory landscape to ensure the Fund achieves its intended impact.

Create a unique plan for the grantmaking or investment of the Fund developed in partnership with CAF America and based on your preferences and philanthropic goals.