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Giving Through Donor-Advised Funds

If you have established a donor-advised fund, please consider including Healwell among the worthy charities to whom you recommend support.

 

You can use the DAF Direct tool to the right to make a donation through your DAF at BNY Mellon, Fidelity, or Schwab.

 

Healwell accepts gifts from all DAF platforms. To make a gift, you just have to provide your name, your address and CR’s Tax ID# ​27-0743419​ along with the amount and the nature of the support (e.g. annual gift) to the charity that manages the fund.

 

If you do not have a donor-advised fund, you can establish a fund at a public charity through a gift of cash or assets and receive an immediate tax benefit for the full amount. Then, in the role of a donor adviser, you recommend charitable contributions to nonprofits like Healwell from the fund. This provides you with the time to make thoughtful philanthropic decisions while receiving an immediate tax benefit for the initial gift plus the added convenience of a public charity managing the fund and the distributions.

 

Per IRS regulations, you cannot receive goods or services (i.e. a massage, access to our courses) in exchange for a gift made from your DAF.

 

Questions?

If you are interested in making a gift through your donor-advised fund, please contact Healwell’s Operations Director, Kerry Jordan.

Kerry Jordan, Operations Director

Healwell

4201 Wilson Blvd., #110-341

Arlington, VA 22203

kerry@healwell.org