Donor Advised Fund

Harness the Giving Power of a Private Foundation

A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to UC San Diego and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

You can also create a lasting legacy by naming UC San Diego the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

DAF Basics

Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

Please provide the following information to view the guide.

Donor Advised Fund Guide Request Form
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An Example of How It Works

Happy family Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.

The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support.

After researching community needs with the foundation’s staff, Joe and Laura recommend grants for UC San Diego (which they've supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their daughter. Joe and Laura are delighted to start this personal legacy of giving.

All

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

Next Steps

  1. If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
  2. Contact Danielle R. Dawson, JD, MBA at 858-534-2249 or ddawson@ucsd.edu to discuss using your donor advised funds to support UC San Diego and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. If you include UC San Diego in your plans, please use our legal name and federal tax ID.

Legal name: UC San Diego Foundation
Address: 9500 Gilman Drive #0937, La Jolla, CA 92093
Federal tax ID number: 95-2872494

Get More From Your DAF

Ensure you’ve made the most of your donor advised fund—for your family and for UC San Diego. Download the FREE guide Maximize the Impact of Donor Advised Funds.

View My Guide