Donor-Advised Funds
A flexible and tax-efficient way to support local conservation.
What Is a Donor-Advised Fund (DAF)?
A Donor-Advised Fund (DAF) is like a charitable investment account. You contribute cash, stock, or other assets into your fund, receive an immediate tax deduction, and then recommend grants from the fund over time to nonprofits you care about, like Brunswick-Topsham Land Trust!
Why Give Through a DAF?
Convenient: Manage all your charitable giving in one place.
Flexible: Make one-time or recurring gifts.
Tax-smart: Receive immediate tax benefits when you contribute to your DAF.
Lasting impact: Naming BTLT as a beneficiary creates a legacy of conservation and community.
How It Works
Making a DAF gift to BTLT is simple:
1.
Contact your DAF provider to recommend a gift.
2.
Your provider will send the gift directly to us on your behalf.
3.
You can also name BTLT as a remainder beneficiary of your fund, ensuring your legacy continues.
Getting Started
Check with your financial advisor or DAF provider (such as Fidelity Charitable, Schwab Charitable, Vanguard Charitable, or others).
Provide them with our legal name and tax identification number: Brunswick-Topsham Land Trust EIN: 22-2714194
*Please note that we are prohibited from giving legal or financial advice and none of the information above should be interpreted as such. We encourage you to consult with your own legal counsel or financial advisor before deciding whether or not to proceed with a gift.
Questions? We’d love to talk with you about how your DAF gift can make a difference. Email Kristi or call (207) 729-7694.