Harness the Giving Power of a Private Foundation
A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Lehigh University 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.
Take Action! Visit Your Fund
1. Recommend a grant
2. Impact Lehigh University
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You can also create a lasting legacy by naming Lehigh University 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.
Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.
An Example of How It Works
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 all 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 Lehigh University (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 Lehigh University as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.
May 4, 2021—Family and Philanthropy: Growing a Lasting Legacy Presentation—An Introduction
Partnering with nationally-known family governance leader, Tom Rogerson, we shared tools for family communication, philanthropic vision, legacy planning, succession, and education. This was the first in a series of presentations as part of the Lehigh Family Philanthropy initiative.View Presentation
June 2021—Family and Philanthropy: Summer Family Fun Work—Activities to strengthen family relationships and communications
As a follow up to the May 4 Family and Philanthropy presentation, we are offering “Summer Family Fun Work” activities Tom Rogerson uses with his private clients to strengthen family relationships and communications—which are the foundation to building trust and successfully managing wealth.
If you would like to learn more, please complete the short form. We would be delighted to share the information with you. You will receive a packet by email that includes several activities for you to review and share among your family.
Get More From Your DAF
Ensure you’ve made the most of your donor advised fund—for your family and for Lehigh University. Download the FREE guide Maximize the Impact of Donor Advised Funds.View My Guide
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options. Fill out a brief form to download your FREE copy of the guide Plan for Retirement With a Deferred Gift Annuity.Download and View Your Guide
Personal Estate Planning Kit
Not Sure How to Begin Planning? Fill out a brief form to download your FREE copy of the guide.Download and View Your Guide
- If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
- Contact the Office of Planned Giving at (610) 758-4749 or firstname.lastname@example.org to discuss using your donor advised funds to support Lehigh University and our mission.
- Seek the advice of your financial or legal advisor.
- If you include Lehigh University in your plans, please use our legal name and federal tax ID.
Legal name: Lehigh University
Address: 27 Memorial Drive West, Bethlehem, PA 18015-3086
Federal tax ID number: 24-0795445
Have a question or comment? Please let us know