
How to Open a Donor Advised Fund with United Way
A Donor Advised Fund (DAF) is a flexible, tax-smart way to give that allows you to support the causes you care about while maximizing your philanthropic impact. Setting one up with United Way of Forsyth County is simple:
1. Connect With Us
Reach out to our philanthropy team to discuss your giving goals, the causes you care about, and how a DAF can help you achieve them.
2. Establish Your Fund
We’ll guide you through the process of setting up your Donor Advised Fund. You choose the name of the fund—many donors name it after their family, business, or in honor of someone special.
3. Make Your Contribution
You can open your fund with cash, appreciated securities, or other eligible assets. Your contribution may qualify for an immediate tax deduction while allowing you to recommend grants over time.
4. Recommend Grants
At your own pace, recommend grants from your DAF to United Way programs or other qualified nonprofit organizations that align with your philanthropic vision.
5. Track Your Impact
We provide regular updates on the grants made and the difference your generosity is making in Forsyth and Dawson Counties—and beyond.
Why Open a Donor Advised Fund with United Way
Local Expertise
We know the needs, opportunities, and nonprofit landscape in Forsyth and Dawson Counties. Our team can help you direct your giving where it will have the most meaningful impact.
Flexibility & Control
You decide when and where to recommend grants, allowing you to be strategic and intentional with your philanthropy.
Tax Advantages
Your contribution may be eligible for an immediate tax deduction, and gifts of appreciated assets can help you avoid capital gains taxes.
Personalized Service
We work closely with you (and your financial advisor, if you choose) to ensure your giving aligns with your values, priorities, and philanthropic vision.
Community Connection
Your fund with United Way strengthens our shared mission to improve lives locally while giving you the ability to support other causes you care about.