Give Through a Donor-Advised Fund (DAF)

A donor-advised fund (DAF) is one of the most flexible and tax-efficient ways to support our work at CHF.

If you have a DAF, you can recommend a grant to support CHF and help ensure children growing up in under-resourced communities have access to healthcare.

How to Recommend a Grant

Making a gift from your donor-advised fund is simple. You can recommend a grant through your fund administrator using the information below. Please reach out to daf@chfund.org for our Tax ID (EIN).

Organization Name:
Children’s Health Fund

Mailing Address:
Children’s Health Fund
475 Riverside Drive, Suite 630
New York, NY 10115

If your fund administrator allows you to designate the purpose of your gift, you may choose to support Children’s Health Fund’s general operations, allowing us to direct resources where they are needed most.

DAF Direct Links (Optional but Very Powerful)

If your DAF account is held through sponsoring organizations such as:

• Fidelity Charitable
• Schwab Charitable
• Vanguard Charitable

You may recommend a grant directly through your provider’s online portal.

Let Us Know About Your Gift

Some donor-advised fund grants arrive without donor contact information, which makes it difficult for us to properly thank you.

If you have recommended a grant, we would love to hear from you. Please email daf@chfund.org so we can acknowledge your generosity and share the impact of your gift.

You can designate Children’s Health Fund as the beneficiary of a life insurance policy, which can provide charitable deductions for your estate.

You can designate Children’s Health Fund as a beneficiary of your IRA, Roth, 401(k), 403(b) or other qualified pension plan. You should consult with your tax advisor regarding the tax benefits of such gifts.

Naming Children’s Health Fund as the beneficiary of a qualified retirement plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to your heirs because of heavy tax consequences. By naming Children’s Health Fund as a beneficiary of a retirement plan, you maintain control over the asset while alive, but at your death the plan passes to support Children’s Health Fund free of both estate and income taxes.

You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

How It Works
Contact your broker or investment account holder about a T.O.D. (Transfer on Death) or beneficiary designation form for mutual funds or other types of investment accounts.

Benefits

• You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
• You pay no capital gains tax on the transfer when the stock or share of investment account is sold.

A Charitable Remainder Unitrust is a charitable trust that pays a percentage of its principal to the donor and/or other income beneficiaries the donor names for life, for a term of 20 years, or for a combination of both. Children’s Health Fund can be named as the sole beneficiary or in conjunction with others. Because it is revalued annually, payments may increase or decrease over time. The donor receives a charitable income tax deduction for a portion of the value of the assets placed in the trust at the onset. After the Charitable Remainder Unitrust terminates, the balance goes to Children’s Health Fund.

A Charitable Lead Trust is the reverse of a Charitable Remainder Trust. After a donor makes a gift, the Charitable Lead Trust pays income to the donor’s designated charity first, for a term of years or for the donor’s lifetime. After that, the trust assets are passed back to the donor or their designated beneficiaries.