Donor Advised Funds

American Heart Association Donor Advised Fund Program

Help us improve and save lives in your community and across the nation by opening an American Heart Association Donor Advised Fund.

The AHA DAF is like a flexible charitable investment account. It simplifies giving so you can contribute and make grants over time to the causes you’re passionate about.

Benefits

• Name your account to reflect your passions and values
• Involve family or close friends in your charitable legacy
• Maximize your giving power by investing and growing your account funds
• You can make grants anonymously
• Receive an immediate income tax deduction when you contribute
• By donating non-cash assets that have grown in value, you can avoid capital gains taxes (Real estate, stocks, closely held business interests and bitcoin)

How It Works

1. Donate.

• Make a tax-deductible donation to the AHA DAF.

2. Choose an investment option.

• Tobacco-Free Portfolio – Work with a trusted UBS financial advisor to ensure you’re investing in companies that do not derive revenue from the manufacture of tobacco or tobacco-related products
• Your current advisor can continue to help you invest and grow your charitable assets with a strategy that works best for you

3. Make a BIG impact.

• Recommend grants to all your favorite qualified public charities

Call 888-227-5242 to find out if the American Heart Association Donor Advised Fund Program is right for you.

Want to Support the American Heart Association with an Existing Donor Advised Fund?

If you have an existing account with any of these funds, it's easy to make a gift to the association or any other qualified charity. If fighting heart disease and stroke are important to you and your family, please consider the American Heart Association Donor Advised Fund Program. We appreciate your consideration.

Examples of DAF Direct providers include:

• Fidelity Charitable
• Schwab Charitable
• BNY Mellon
• Learn more about DAF Direct

Learn more about DAF Direct