Donor Advised Funds

Donor-Advised Funds (DAF) are a tax-efficient way to manage charitable donations.

When you contribute cash, securities, or other assets to a donor-advised fund, you receive an immediate tax deduction. Those funds can then be invested for tax-free growth, and you can recommend grants to STEP or virtually any IRS-qualified public charity.

Ask your financial advisor whether a donor-advised fund could be right for you.

Current clients of Fidelity Charitable, Schwab Charitable, and BYN Mellon Charitable Gift Fund can make a designation to STEP using the DAFDirect form below. 

You can also create a lasting legacy by naming STEP as the beneficiary of your DAF or a percentage of the fund.  Contact your fund administrator for a beneficiary form.  

STEP’s tax I.D. number is 22-3879050.