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Donor Advised Funds

Streamline Your Charitable Giving

The University of Notre Dame Donor Advised Fund is a powerful philanthropic vehicle that leverages the Notre Dame Endowment, one of the best-performing endowments in higher education, to maximize the impact of your gift to Notre Dame as well as gifts to other qualified charitable organizations. By establishing a Notre Dame Donor Advised Fund, you can both increase the impact of your charitable giving and simplify the administration of these gifts.

A Notre Dame Donor Advised Fund offers an alternative to the expense and legal complexity of operating a private foundation while simplifying your philanthropic giving. Notre Dame manages the administration and distributions without charging direct investment or administrative fees.

Donor Advised Fund
Stock or Cash
Donor Advised Fund
ND
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Enjoy Attractive Benefits

  • You receive an immediate income-tax deduction based on the fair market value of your gift;
  • The administration of your gift assets is centralized and benefits from the expert investment management of the Notre Dame Endowment, all with no direct investment or administrative fees;
  • Enjoy the stability of investing your gift assets with a fiscally sound institution as Notre Dame is one of the few universities to hold a Moody's "Aaa" credit rating, its highest long-term credit rating;
  • Make a significant impact at Notre Dame and advise the University on distributions to other qualified charities;
  • The Notre Dame Donor Advised Fund offers privacy and the flexibility to make anonymous distributions;
  • Make distributions to Notre Dame and other charities on your timetable.

Your investment in a Notre Dame Donor Advised Fund will also qualify you to become a member of the Stephen Theodore Badin Guild, a giving society established to honor all those who make Notre Dame a part of their personal legacy by creating a planned gift. Contact us to learn more about becoming a member of the Badin Guild.

How the Notre Dame Donor Advised Fund Works:

  • You make an irrevocable gift of cash, securities, or real property, with a minimum value of $500,000 to fund a donor advised fund at the University of Notre Dame. You may also transfer assets from existing charitable foundations and donor advised funds held at other institutions to Notre Dame to establish a Notre Dame Donor Advised Fund.
  • Each Notre Dame Donor Advised Fund is comprised of two separate funds. At least 50% of your gifts will go to the Retained Fund, which is used to support areas of your choosing at Notre Dame. The Distributable Fund is the portion that is eligible for distribution to Notre Dame or other qualified charities.
  • The assets in your Notre Dame Donor Advised Fund grow tax-free, and there are no minimum annual distributions.
  • As the advisor of the Notre Dame Donor Advised Fund, you make recommendations for grants in a minimum amount of $5,000. Grants from the Distributable Fund may be made to charities that do not conflict with Notre Dame's values as a Catholic university.
  • The online Notre Dame Donor Advised Fund Portal allows you to access balances, make grant recommendations, and view quarterly fund activity reports and letters to outside charities.
  • When you pass away, your adult children may recommend grants from your Notre Dame Donor Advised Fund for a 10-year term.

WANT TO LEARN MORE?

Our team of gift planning professionals would be happy to work with you to create a plan that fulfills your personal intentions and objectives. Download our donor advised fund brochure or contact us today.

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