Calvert Giving Fund

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Receive one tax receipt for all of your giving, while spreading your impact to your favorite organizations and causes

■ Control over timing of tax deduction: The Giving Fund allows you to separate the timing of the tax deduction from the distribution of donations to your favorite causes. You can receive tax deductions in years when it’s most advantageous, while continuing your philanthropy over time.
■ Flexibility: The Giving Fund accepts non-traditional assets, like real estate, as well as cash and securities. This can be helpful to a family who wants to donate a single large item such as real estate, but wants the proceeds to support multiple charities.
■ Capital Gains: If you donate appreciated assets such as securities or real estate, you may avoid capital gains tax on the appreciation.*
■ Tax free growth: The assets of your DAF appreciate tax-free, to maximize your giving over the years.
■ Easy record keeping: To set up a Giving Fund, all you need to do is complete one simple application, with no additional filing requirements. You won't need to keep track of separate receipts for each donation.

*For securities held for one year or less, your deduction is for fair market value minus the amount that would be ordinary income or short-term capital gain if you sold the property for its fair market value. Generally, this rule limits the deduction to your basis in the property. For securities held longer than one year, deduction is for fair market value.