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Donor Advised Fund

Simplify Your Giving

A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Idaho Catholic Church and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

You can also create a lasting legacy by naming the Idaho Catholic Church the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

DAF Basics

Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide Centralize Your Giving With Donor Advised Funds.

Please provide the following information to view the guide.

Donor Advised Fund Guide Request Form
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Haven't Opened a DAF Yet? Here's Why You Should

The Idaho Catholic Foundation has partnered with the Knights of Columbus Charitable Fund (KCCF) to provide donor advised funds for our constituents.

Following through on your philanthropic plan is simple when you use the Idaho Catholic Foundation Donor-Advised Fund powered by Knights of Columbus Charitable Fund (KCCF). You can give with confidence knowing that you are supporting the charities and causes aligned to your Catholic faith.

The fund is user-friendly, offers a platform for more consistent giving and may provide a tax benefit depending on your personal circumstances.

Benefits of Choosing the Idaho Catholic Foundation

  • The Idaho Catholic Foundation DAF will only allow you to recommend grants to public 501(c)(3) organizations whose purposes or activities do not contradict the teachings of the Catholic Church as defined by the Magisterium of the Roman Catholic Church.
  • You can contribute a wide range of assets and also invest your gifts in a variety of mutual funds.
  • You will receive peace of mind knowing that you can name one generation of successors to your Idaho Catholic Foundation DAF, establishing a legacy of giving.

Click here to open an account or log into your existing account. You can also contact Margaret Hampton at (208) 342-1311, ext. 5139 or mhampton@rcdb.org for more information.

Download the Idaho Catholic Foundation Donor Advised Fund Guide.

An Example of How It Works

Happy couple calculating donations Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.

The couple receives a federal income tax charitable deduction for the amount of the gift. They also get the time they need to decide which charities to support.

After researching community needs with the foundation’s staff, Joe and Laura recommend grants for the Church (which they’ve supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Joe and Laura named in honor of Laura’s mother. They name the Church as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.

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Next Steps

  1. If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
  2. Contact Margaret Hampton at (208) 342-1311, ext. 5139 or mhampton@rcdb.org to discuss using your donor advised funds to support the Church and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. If you include the Church in your plans, please use our legal name and federal tax ID.

Legal name: The Roman Catholic Diocese of Boise
Address: 1501 S. Federal Way, Suite 400
Boise, ID 83705
Federal tax ID number: 82-0200748

Get More From Your DAF

Ensure you’ve made the most of your donor advised fund—for your family and for the Church. Download the FREE guide Maximize the Impact of Donor Advised Funds.

View My Guide
Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit

Contact Us

Our planned giving team would be happy to speak with you in confidence, with no obligation.

I Have a Question

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Let Us Know

A charitable bequest is one or two sentences in your will or living trust that leave to the Idaho Catholic Church a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the Idaho Catholic Church, a nonprofit corporation currently located at 1501 S. Federal Way, Suite 400
Boise, ID 83705, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Church or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Church as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Church as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Church where you agree to make a gift to the Church and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
Personal Estate Planning Kit Request Form

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Guide Request Form

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