Tax-Advantaged Giving

Donor-Advised Funds

Unlock a tax-advantaged way to give. A donor-advised fund (DAF) is a charitable giving account for individuals, families and businesses.

Donor advised funds (DAFs) are a type of giving program that allows you to combine the most favorable tax benefits with the flexibility to support your favorite charities easily. An increasingly popular charitable vehicle, DAFs are an excellent way to both simplify your charitable giving and facilitate your strategic philanthropic goals.

To set up a DAF, you make an irrevocable gift of cash, securities, or other assets to a community foundation or financial institution. Generally, you are eligible to take an immediate tax deduction. Funds can then be invested for tax-free growth, and grants can be recommended to virtually any IRS-qualified public charity you care about.

Stock Transfers

Make an impact by donating long-term appreciated securities. Your stocks, bonds and mutual funds may be transferred to a DAF and allocated to Asolo Rep. Compared to donating cash or after-tax proceeds, stock transfers allow you to increase your gift and tax deduction automatically.

Make an impact by contributing appreciated securities. Stocks, bonds, and mutual funds may be donated directly to Asolo Rep and may minimize capital gains and/or income taxes for you.

Gift Clearing Delivery Instruction

Important Notes

• You must work with a brokerage firm to transfer your shares to Asolo Rep’s brokerage account.
• Your broker may need a stock transfer form or letter of instruction.
• Your gifts may be sent to the Asolo Rep Development Department, 5555 N. Tamiami Tr., Sarasota, FL 34243.
• Asolo Repertory Theatre is a 501 (c) (3) tax-exempt organization: EIN # 59-2717909

IRA Distributions

Take advantage of tax savings. You may be able to make a gift to Asolo Rep with a Qualified Charitable Distribution (QCD) from your Individual Retirement Account (IRA). The law extends the charitable IRA rollover provision indefinitely — allowing individuals to make qualifying gifts every tax year. Even if you supported Asolo Rep this way last year, you may do so again.

Request QCD

Important Notes

• You must be at least 70 ½ years of age to make a QCD.
• You may send a maximum QCD of $100,000 per year.
• You must distribute the amount by December 31 of each year.
• Your IRA administrator must distribute funds directly to Asolo Rep.
• Your gifts may be sent to the Asolo Rep Development Department, 5555 N. Tamiami Tr., Sarasota, FL 34243.
• Asolo Repertory Theatre is a 501 (c) (3) tax-exempt organization: EIN # 59-271909

DAF Disclaimers

Before proceeding, it’s recommended that you consult with your tax advisor regarding your particular situation — including the impact of state-specific tax laws. All IRA charitable distributions are restricted from receiving benefits, including tickets.