Corporate Donor Advised Funds

Corporate Donor Advised Funds
Make Your Giving Go Further

A Corporate Donor Advised Fund (DAF) at United Way of Greater St. Louis is a charitable giving account created exclusively to support the causes your company cares about. When a company contributes cash, securities, or other assets to a Corporate DAF, a tax deduction is realized upon deposit into the DAF account. The contributions can then be invested for tax-free growth, giving your company the flexibility to support United Way’s mission and other charitable organizations over time.

United Way’s Charitable Support Advantage

Our Grant Initiatives team offers personalized support along with a suite of grant-making solutions designed to advance your company’s CSR priorities. Whether you prefer targeted directed gifts, an employee‑driven experience, or strategic guidance, we offer the support structure that best fits your philanthropic strategy.

Why Give Through a Donor Advised Fund?

Maximize Tax Benefits

Receive a tax deduction* and potentially avoid capital gains taxes when donating appreciated assets.

Simplify Giving

Manage your charitable giving in one place, resulting in less paperwork and administrative responsibilities.

Flexible Timing

Contribute now for a tax benefit, let your generosity grow, and support charities on your company’s schedule.

Team
Impact

Leverage your Corporate DAF to drive community impact while engaging employees in a meaningful way.

* Subject to IRS income and deduction limitations.

GRANT MANAGEMENT SERVICES MENU

STRATEGIC

Philanthropic strategy development

Community Needs & Landscape Analysis

Portfolio & Pipeline Management

Grantmaking Support & Administration

Impact Reporting

Best for:

Corporations seeking to cultivate and position philanthropy as a strategic asset requiring initial guideance.

$13,900
Annual Management Fee
(Base Price)

PROGRAMMATIC

Philanthropic strategy development

Community Needs & Landscape Analysis

Portfolio & Pipeline Management

Grantmaking Support & Administration

Impact Reporting

Best for:

Corporations running established programs or initiatives needing structured assistance.

$9,700
Annual Management Fee
(Base Price)

CORE

Philanthropic strategy development

Community Needs & Landscape Analysis

Portfolio & Pipeline Management

Grantmaking Support & Administration

Impact Reporting

Best for:

Corporations with straightforward giving and minimal customization needs.

$6,300
Annual Management Fee
(Base Price)

Administrative Fee

This administrative fee schedule applies to all Corporate Donor Advised Funds at United Way of Greater St. Louis. Administrative fees represent the annual cost of maintaining the Fund and are assessed quarterly. Administrative fees will be waived for Funds that make an annual Community Campaign gift of $25,000 or more.

FUND ASSETS	ADMINISTRATIVE FEE	UWGSL GIFT FEE
First $500,000	1.00% or $500 (whichever is greater)	0%
Next $2 Million	0.60%	0%
Over $2.5 Million	0.20%	0%

Learn more by downloading our brochure

Have questions? Please contact Heather Dawson at heather.dawson@unitedwaystl.org.

For informational purposes only. United Way does not provide tax, legal, or accounting advice. Please consult your qualified professional advisor.

Corporate Donor Advised Funds