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Getting Started

Getting Started. To create a UCLA DAF you simply transfer cash or other appropriate assets to UCLA, name your fund, and, if you wish, select family or friends who will serve with you as an advisor to the fund. Donor contributes to UCLA Foundation, establishing the Donor Advised Fund

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Getting Started

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  1. Getting Started To create a UCLA DAF you simply transfer cash or other appropriate assets to UCLA, name your fund, and, if you wish, select family or friends who will serve with you as an advisor to the fund. Donor contributes to UCLA Foundation, establishing the Donor Advised Fund Donor receives tax deduction Donor "advises" DAF to make gifts to UCLA and other charities

  2. Distribution

  3. UCLA DAF Policy Requirements • Minimum to open new account: $250,000 • Minimum balance to be maintained:  $50,000 • Minimum total annual distributions: 5% of DAF market value • Minimum of total annual distributions to UCLA: 50% • Minimum amount per distribution: $1,000 • Frequency of distributions: Quarterly • DAF usually ends upon: Donor’s death or a balance of less than $50,000, although DAF may be allowed to continue after donor’s death

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