Donor-advised funds (DAF)

Donor-advised funds (DAF) are the fastest-growing charitable giving vehicle in the United States because they are easy and offer a tax advantage. When you contribute cash, securities or other assets through a DAF to a public charity, like Casa Franciscana Outreach, you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth and given as “grants” to us as an IRS-qualified public charity.

We’re excited to announce our ability to use the DAF Direct option within Charles Schwab, Fidelity Investments and BYN Mellon for an automated deposit. Just login into your investment account and select
the DAF option or click the link, select your investment company and it will take you to your account.

If you don’t use those investment options, you may donate by working with your investment company to manually direct your donation to our account noted below:

By Gift of Stock:
Financial Institution: LPL Financial
DTC #: 0075
Account Name: Casa Franciscana Outreach (TIN: 86-0609895)
Account Number: 56037140

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