Donate to Heritage through your Donor Advised Fund
If you have a DAF through Fidelity, Charles Schwab, or BNY Mellon, you can donate to The Heritage Foundation through your DAF using the DAF Direct widget below. This link will take you to your DAF login page where you will be able to quickly complete your donation:
If your donor advised fund is not listed here, you can contact your adviser directly at your DAF sponsoring organization to recommend a donation to Heritage. The Heritage Foundation’s Tax ID number is 23-7327730.
To donate to The Heritage Foundation through the mail, please direct your DAF sponsoring organization to make checks payable to:
The Heritage Foundation
Attn: Carsten Walter
214 Massachusetts Ave.
Washington, DC 20002
What is a Donor Advised Fund?
A donor-advised fund (DAF) provides donors with a centralized charitable giving vehicle. It allows philanthropically inclined individuals, families, and corporations to make an irrevocable charitable gift to a public charity that sponsors a DAF program and take an immediate tax deduction. Once that’s done, DAF sponsor handles all record-keeping, disbursements, and tax receipts; and the donor serves as an advisor to the fund and recommends grants to the qualified public charities of their choice.
Contributions are tax-deductible, and any investment growth in the DAF is tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains taxes and allowing you to support several charities from one block of stock.
For more information, please reach out to Carsten Walter at [email protected].
Please note that The Heritage Foundation does not provide provide tax or legal advice. Make sure to speak with your professional tax or legal advisor with questions about donor advised funds and gifts to The Heritage Foundation.
When selecting a recurring donation, The Heritage Foundation will process this donation every month on the day of the month that you set up the recurring gift in the amount that you specify using the method of payment that you identified. You can cancel or change this donation at any time by contacting us at 1-800-546-2843. This authorization shall remain in effect until you notify The Heritage Foundation and Heritage has had reasonable time to act on it. A record of each debit will appear on your bank statement. You have the right to instruct your bank to reverse any and all debits.
The Heritage Foundation is a 501(c)(3) charitable organization and charitable contributions are tax-deductible for income, gift and estate taxes. Our federal tax identification number is 23-7327730. State Registration Disclosures