Donor Advised Fund - page 1

JOHNS HOPKINS DONOR ADVISED FUND:
A PRACTICAL ALTERNATIVE TO A FAMILY FOUNDATION
Manage your charitable giving efficiently with
a Johns Hopkins Donor Advised Fund account,
offering you and your family the flexibility to
recommend support for Johns Hopkins and
your other favorite charitable organizations, and
simplifying your record-keeping and giving.
In the year that Paula Boggs, A&S ’81,
retired from her position as general
counsel for an international company,
she received additional income due to
her transition. Paula, a Johns Hopkins
trustee and Legacy Society co-chair,
is a longtime supporter of the Krieger
School of Arts and Sciences and also
gives generously to other charitable
organizations. She wanted to expand
her giving to other areas of Johns
Hopkins, including the Peabody
Institute, and sought an income tax
deduction in the year that she retired,
so she established a Johns Hopkins
Donor Advised Fund account. This
provides Paula with tax advantages, a
streamlined approach for giving to
Johns Hopkins and other organizations,
and the flexibility to make grant
requests at any time.
BENEFITS OF A DONOR ADVISED
FUND ACCOUNT
Simplify giving to Johns Hopkins
and other charities.
Leverage Johns Hopkins’ expertise
in fund maintenance and distribution,
investment management, and
administration.
Build a charitable legacy for you
and your family.
Claim an immediate tax deduction.
Remain anonymous, if desired.
Avoid costly and complicated
foundation rules. If you have an
existing family foundation, you can
even convert it to a DAF account.
HOW IT WORKS
With a fully deductible gift to Johns
Hopkins of $250,000 or more in
cash, securities, or other assets, you
can establish a Johns Hopkins Donor
Advised Fund (DAF) account in your
or a loved one’s name to serve as a
central source for your philanthropy.
Then recommend distributions in
the form of grants to any area of
Johns Hopkins and other charitable
organizations on your own timetable.
Johns Hopkins approves the
recommendations (unless they would
benefit you or your family or an
organization whose values are in
conflict with those of Johns Hopkins).
At least 60 percent of the distributions
must support Johns Hopkins projects
of your choice. Make additional gifts
to your account at any time.
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