Give Through Your Donor-Advised Fund
A smarter way to support your neighbors in Georgetown and northern Williamson County.
If you have a Donor-Advised Fund, you already know it's one of the most flexible and tax-savvy ways to give. Recommending a grant to The Caring Place lets you turn that generosity into real, immediate help for families right here at home — food on the table, a roof overhead, and dignity in a moment of crisis.
What Is a Donor-Advised Fund?
A Donor-Advised Fund (DAF) is like a charitable savings account. You contribute cash, stock, or other assets, receive an immediate tax deduction, and then recommend grants to the causes you care about—on your timeline. Your fund is typically managed by a financial services company or a community foundation, so the paperwork is handled for you.
Why Give to The Caring Place Through Your DAF?
Maximize your tax advantages. Contributions to your DAF are tax-deductible in the year you make them, and assets can grow tax-free until you're ready to give. When you donate appreciated stock, you may avoid capital gains tax altogether, giving more to the mission and less to the IRS.
Give on your schedule. Fund your DAF in a high-income year when the deduction matters most, then recommend grants to The Caring Place whenever the timing is right for you.
Simplify your giving. One account, one tax receipt, and a clear record of all your charitable gifts. No need to track individual donations across the year.
Create a lasting legacy. Many donors name The Caring Place as a beneficiary of their DAF, ensuring their compassion for our community continues for generations.
How to Recommend a Grant
Recommending a grant is simple. Log in to your DAF provider's portal or contact your fund administrator, and direct a gift to The Caring Place using the information below:
Organization: The Caring Place EIN: 74-2386902
Your gift stays local, meeting the essential needs of neighbors throughout Georgetown and northern Williamson County with compassion and respect.
Donor-advised fund succession
Donors can name The Caring Place as a successor or beneficiary of the fund itself, which turns a current-giving vehicle into a legacy one.
Questions?
We're happy to help you make the most of your generosity. Reach out to our Engagement Director, Jonathan Davis, by calling him at 512-943-0727 or emailing him at jdavis@caringplacetx.org, and he'll walk you through the process or provide any additional information your fund administrator may need.
The Caring Place does not provide tax or legal advice. Please consult your financial advisor regarding your specific situation.
