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Donor Advised Funds

Make Your DAF Gift Now

If you have a DAF with Fidelity Charitable, Schwab Charitable (DAFgiving360), or BNY Mellon you can use this Wistar-specific DAF Direct Portal to make a gift conveniently from your account.

Make a DAF Gift

Why might a gift through a Donor Advised Fund suit you? 

  • DAFs provide the opportunity to benefit from a timely or maximized tax deduction when funding the DAF, while retaining the flexibility to make charitable contributions from the DAF at any time, even over years.
  • You can fund DAFs with a wide range of cash and non-cash assets including stocks, shares of mutual funds, publicly traded securities, crypto, as well as retirement assets, certain illiquid and complex assets and personal property.
  • DAF investments grow tax-free, giving funds the potential to grow and increase charitable giving.
  • Contributing through a DAF can help organize/simplify your charitable giving.

3 ways you can support Wistar through your DAF:

Recommend a grant to Wistar from your DAF

As simple as logging into your DAF sponsor organization account and identifying Wistar as the recommended recipient of a grant. If you have a DAF with Fidelity Charitable, Schwab Charitable (DAFgiving360), or BNY Mellon you can use this Wistar-specific DAF Direct Portal to make a gift conveniently from your account.

Set up automatic recurring grants to Wistar from your DAF

Most national DAF sponsor orgs and many community foundations allow donors to recommend recurring grants. It varies by sponsor org. but options may include indefinite recurring grants and those with 1, 3, and 5 year time limits. You may also be able to set up monthly, quarterly and annual renewals. Some DAF sponsor orgs. are even willing to enter into multi-year commitments to non-profits! Talk to your DAF administrator to discuss ways you can create recurring support for Wistar.

Make Wistar a beneficiary of your DAF

Did you know? Unless you specify otherwise, any money remaining in your DAF when you pass may become absorbed by the DAF’s sponsoring organization. However, Donor-advisors can leave their DAFs to charitable organizations of their choosing. With a simple update to the succession plan in your DAF agreement, you can name The Wistar Institute as a whole or partial beneficiary of your DAF balance when you pass on. Your gift will provide for Wistar’s future needs and be part of the legacy you leave on the Institute and we’ll proudly recognize you during your lifetime as a member of our 1892 Legacy Society. Already included Wistar as your DAF beneficiary? Let us know. 

Already included Wistar as your DAF beneficiary?

Let us know
Take action today
  • Contact Brittany McCrimmon at 215.495.6856 or bmccrimmon@wistar.org to discuss the different options for for DAF giving.
  • Seek the advice of your financial or legal advisor.
  • If you include Wistar in your plans, please use our legal name and federal tax ID.
    • Legal name: The Wistar Institute of Anatomy and Biology
    • Address: 3601 Spruce Street, Philadelphia, PA 19104
    • Federal tax ID (EIN) number: 23-6434390