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Few charitable options provide the flexibility, convenience and tax savings of Regal Charitable. As a donor, you can:

  • Enjoy an immediate tax deduction
  • Donate Appreciated Assets Tax Free
  • Maximize Your Giving Power
  • Separate Tax Planning and Charitable Decisions
  • Simplify Tax Reporting and Recordkeeping
  • Give Anonymously
  • Utilize a Cost Effective Alternative
  • Perpetuate a Legacy of Giving

To open an account, download the Donor-Advised Fund Application Form.

Resources and Forms

How a Donor-Advised Fund Works

  1. Donations

    A donor makes an irrevocable, tax-deductible donation to the sponsoring charity of the DAF program.

  2. Investments

    The donor works with a financial advisor to create a strategy to grow charitable assets.

  3. Grants

    The donor recommends grants to qualified public charities.