St. John’s Foundation accepts grants through donor advised funds regularly, both large and small, and we are grateful for those who contribute this way! We welcome your DAF gift to St. John’s Foundation.

A few tips for your consideration when you make a grant from your Donor Advised Fund: 

  1. Be sure to use our legal name “St. John’s Foundation” and Tax ID: 81-0459472 when making a grant through your DAF. Our mailing address is 3940 Rimrock Road, Billings, MT 59102. 
  2. Ask your fund to include your name and address on the check sent from the fund so that we can properly thank you and share the good news of how your support is making a difference. 
  3. If you desire to make a gift to any of our endowed funds using a grant from your DAF, please reconsider. You may be eligible to receive additional tax savings through the Montana Endowment Tax Credit. DAF grants do not qualify for the Montana Endowment Tax Credit.
  4. If you have questions about making a gift to St. John’s through a DAF, please be in touch. Contact our Gift Planner, Rachel Simonson, CFP® at (406) 655-7783 or rsimonson@stjohnsunited.org  

About Donor Advised Funds

Did you know donor-advised funds (DAFs) can help you save on your taxes, while helping your favorite nonprofits? 

A Donor Advised Fund allows the donor to make donations to the DAF to maximize their tax deductions on a timeline that suits them, “bunching” their giving when needed for additional charitable tax deductions, while regularly and consistently making grants to and supporting the organizations they love. 

DAFs can be established at financial institutions like Fidelity Charitable, Schwab Charitable, Vanguard Charitable and many others, or at community foundations. Talk to an investment advisor or planned giving specialist before establishing a DAF. 

Giving through a DAF allows for flexibility and ease in giving for the donor, with several advantages for the donor as well: 

  • Gifts to the DAF are generally eligible for an immediate tax deduction. 
  • The fund can allocate grants to the nonprofit of your choice when it makes sense for the donor. 
  • DAFs grow tax-free, allowing you to increase your philanthropy and your impact, and earnings are tax-exempt. 
  • DAFs are easy to start and administer. They can often be established online and grant recommendations can be made online, too. 
  • A DAF can be a more affordable option than establishing a private foundation. 
  • DAFs help you track your donations, allowing you to give strategically. 
  • DAFs allow you to set up recurring donations to keep steady support for organizations you love.
  • DAFs allow you to involve family members in generational giving strategies. 
  • DAFs can be a tool in planned giving: you can also choose to have any remaining DAF funds distributed to the nonprofit(s) of your choice after your lifetime by naming the nonprofit as a beneficiary of all or a portion of remaining funds.