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Dartmouth Donor Advised Fund

Give to Dartmouth and other charities of your choice from a fund managed by some of the world’s most talented investors—and receive an income tax deduction.

What are Donor Advised Funds?

A donor advised fund (DAF) is a type of giving vehicle that allows you to support charities of your choice. Donor advised funds are a great way to streamline charitable giving with the added benefit of a tax deduction. 


You can make a gift to Dartmouth through an existing DAF or a Dartmouth Donor Advised Fund (DDAF).

Baker Tower clock with moon in the background

Benefits of a Dartmouth Donor Advised Fund

You create the fund and take an immediate tax deduction for the full amount. Plus, you can skip the cost and complexities of a private foundation. DDAFs are invested alongside the endowment and receive the same rate of return—with no administrative fees.

Did you know? Opening a DDAF also qualifies you for Bartlett Tower Society membership.

How it Works

Once you establish your fund you are immediately eligible for an income tax deduction based on the fair market value of your gift. Dartmouth will invest the funds alongside the endowment for long-term growth. 

You can make recommendations for charitable distributions at any point, with a required minimum of 5% distributed each year. Over time, you must direct at least half of the fund to Dartmouth.

What They're Saying about DDAFs

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Setting up the DDAF was easy as can be. There are many options in how you choose to support Dartmouth, from sports to the graduate schools and the Dartmouth College Fund. Donors have total flexibility.

–Holger Liepmann ’74

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We appreciated the ability to allocate 50 percent to non-Dartmouth charities and the fact that the funds would be managed fee-free by the Dartmouth Investment Office.

–Mark and Karen Koulogeorge ’85

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I’m an extremely analytical person. I’m brain first and heartstrings later. A DDAF is a tax-efficient way to give, and your investment is managed in conjunction with Dartmouth’s endowment.

–Femi Wasserman ’99

Next Steps

To learn more about the benefits of establishing a DDAF, complete the form below and a member of the Gift Planning team will follow up with you.