A Donor Advised Fund (DAF) is a simple, tax-efficient, charitable investment account. It can be funded by contributions of cash, appreciated securities, or complex assets. Your DAF allows you to recommend grants to organizations that matter most to you now, and in the future, while making a lasting impact on your community and beyond.
CFMW provides a flexible DAF offering with an easy-to-use online donor portal and a dedicated, familiar team only a phone call or email away to support you and your philanthropic goals.
CFMW works closely to support a vast network of nonprofit organizations, further strengthening the Foundation’s understanding of local needs. CFMW can provide you with guidance and resources to help maximize your philanthropic impact
The CFMW team has relationships across the country with hundreds of community foundations as
well as thought leaders in the philanthropic space, enabling the Foundation to support your giving
beyond the MetroWest region, including supporting international organizations.
At CFMW, you are more than an account number – we see you as a partner alongside our team. There are many ways you can join with the Foundation and other donors to learn, collaborate and co-invest in our community.
Having empowered hundreds of Next Gen Philanthropists through the Foundation’s hallmark Youth in Philanthropy program, the CFMW team is uniquely positioned to support you and your family on your philanthropic journey.
Select from one of our professionally managed investment pool options, based on your risk tolerance and giving time horizon, utilizing one of the great benefits of a DAF, watching the funds grow tax free so that you can further support areas of interests you care about.
The administrative fee schedule for a DAF at CFMW is competitive, and more importantly, your assessed fees are reinvested back into the community, supporting the mission of the Foundation to make a stronger more vibrant MetroWest.
Caroline Murphy
Vice President of Advancement and Philanthropic Services
(508) 720-4443
Donor Advised Funds are a tax-advantaged, convenient way to organize your philanthropy, a great solution for:
A Donor Advised Fund at the Community Foundation for MetroWest is easy to set up, with a minimum opening gift of $10,000. Once your fund is created, you can recommend distributions from your fund to nonprofit organizations both locally, nationally, and globally. We will do the rest.
Once you open a fund with the Foundation, you will be set up with an account on our secure portal, Donor Central providing you 24/7 access to your fund to make grant requests, see your fund balance, and receive quarterly statements of fund activity. Foundation staff is also available to guide you and provide philanthropic resources to support your grantmaking.
You can add to your fund at any time and in any amount. We accept a wide variety of gifts: cash, securities, real property—even privately-held stock or partnership interests.
Although the mission of CFMW is focused on the MetroWest region, a DAF Account Holder may recommend a grant to any public charity, including their place of worship, public libraries, and most educational institutions.
We accept a wide variety of gifts: cash, securities, real property—even privately-held stock or partnership interests. Please email or call with any questions.
Learn More about the differences between a Donor Advised Funds and Private Foundations.
Email [email protected] or call 508-647-2260
Ready to explore how a donor-advised fund can transform your philanthropy?
For questions, contact Caroline Murphy