Donor Advised Funds: A Flexible Tool for Intentional Giving

At the Lotus Oak Foundation, we use Donor Advised Funds (DAFs) as a flexible structure to support values-driven philanthropy. While the concept of a DAF is often associated with large financial institutions, our approach is deeply personal, guided, and mission-aligned.

What is a Donor Advised Fund?

A Donor Advised Fund is a giving account established at a public charity. Donors contribute assets, receive an immediate tax deduction, and retain advisory privileges over how grants are recommended—while the foundation manages the investments and final disbursements.

How We Use DAFs at Lotus Oak

Unlike commercial DAF platforms, we take a relational, high-touch approach:

• We begin with meaningful dialogue to understand your vision and goals.
• Our CIO personally oversees the investment strategy to align with your intentions.
• Our advisors work collaboratively with you to identify and support outstanding nonprofit projects.
• We handle administration, due diligence, and compliance—so you can focus on impact.

Key Benefits

• Tax-Efficient Giving
  Contribute appreciated assets, receive an immediate deduction, and avoid capital gains.

• Strategic Stewardship
  Your funds are invested in alignment with regenerative and ethical principles.

• Bespoke Grantmaking
  Work alongside our team to co-create meaningful, mission-aligned grants.

• Long-Term Partnership
  We’re here for the full arc of your giving journey—from inspiration to implementation.

Getting Started

We work with individuals, families, and mission-aligned institutions. To explore whether a DAF with Lotus Oak is right for you, contact us to schedule a conversation ».