A donor advised fund (DAF) with CFMW gives you a flexible, tax-smart way to support the causes you care about — with personalized guidance every step of the way.
Establishing a donor advised fund (DAF) with CFMW provides you with more than just a giving vehicle; it is a strategic, flexible, and impactful way to support the causes you care about.
With dedicated local expertise, direct access to our team, and a secure, dynamic donor portal, CFMW helps you give confidently and strategically to shape a legacy that benefits your community today and for generations to come.
Open your fund with a contribution of cash, securities, or other assets.
Add to your fund at any time and receive an immediate tax deduction.
Recommend grants to the causes you care about, locally and beyond.
As CEO of Yale Appliance, I value building relationships and understanding the people we serve. That’s why I appreciate the Foundation’s personal approach. From day one, I was paired with a dedicated team member who took the time to understand my philanthropic goals.
I researched various DAF sponsors, but found the Community Foundation for MetroWest is truly unique and offers much more than asset management and back-office support. CFMW partners with their individual donors and supports them on their philanthropic journeys.
Learn more about the DAF options available at the Foundation.
Learn how our Advisor Managed Program helps advisors stay actively involved in managing charitable assets while aligning philanthropy with their clients’ broader financial goals.
Help your business make strategic charitable investments that reflect its values and strengthen local communities.
Discover ways to bring your family together through philanthropy, share your values across generations, and create a legacy of giving.
Choose an investment approach that reflects your goals and values.
Learn how our Partners are making an impact with their DAFs.
We partner with financial, legal, and tax advisors to provide tailored charitable solutions for clients. Explore how CFMW’s DAF expertise can enhance your services.
The most meaningful philanthropy is built over time, through listening, learning, and shared experience. CFMW is proud to partner with individuals and families who want their giving to reflect both purpose and possibility.
The minimum amount required to open a fund at the Foundation ranges from $10,000 to $25,000. Reach out to start a conversation, and a member of our team will guide you through the types of funds we offer and the requirements for establishing each one.
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
Caroline Murphy
Vice President of Advancement and Philanthropic Services
(508) 720-4443
