Donor Advised Fund

Harness the Giving Power of a Private Foundation

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 Oregon Shakespeare Festival 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 Oregon Shakespeare Festival 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 Fund.

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 and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.

Your Next Steps

Legal Name: Oregon Shakespeare Festival
Address: 15 South Pioneer Street, Ashland, OR 97520
Federal Tax ID Number: 93-0407022

Contact Me Today

If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
Contact Planned Giving Team at 541-482-2111, Ext. 3880 or development@osfashland.org to discuss using your donor advised funds to support OSF and our mission.
Seek the advice of your financial or legal advisor.
If you include OSF in your plans, please use our legal name and federal tax ID.

Legal name: Oregon Shakespeare Festival
Address: 15 South Pioneer Street, Ashland, OR 97520
Federal tax ID number: 93-0407022

An Example of How It Works

How to Fund My Donation

Fund Your Donation With:

Performers 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 OSF (which they’ve supported for years) and the local animal shelter. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their daughter. Joe and Laura are delighted to start this personal legacy of giving.

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.