Donor Advised Fund

Simplify Your Giving

A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to United Way for Southeastern Michigan 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 United Way for Southeastern Michigan 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 Centralize Your Giving With Donor Advised Funds.

Please provide the following information to view the guide.

Donor Advised Fund Guide Request Form
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Will Preparation

As a thank you for being a friend of United Way, FreeWill is delighted to help you create your legal will. It’s 100% free to you, and most people finish in 20 minutes or less. Learn More about FreeWill.

An Example of How It Works

Happy couple calculating donations 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 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 United Way (which they’ve supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Joe and Laura named in honor of Laura’s mother. They name United Way as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.

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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 Justin Remington at 248-302-6045 or justin.remington@unitedwaysem.org to discuss using your donor advised funds to support United Way and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. If you include United Way in your plans, please use our legal name and federal tax ID.

Legal name: United Way for Southeastern Michigan
Address: 3011 W. Grand Blvd., Suite 500, Detroit MI 48202
Federal tax ID number: 20-3099071

Get More From Your DAF

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

View My Guide
Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit