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You’ve set up your Donor Advised Fund, Now What?

Well, now you get to make the greatest impact on the causes about which you are the most passionate. You have set up the fund, you have received the charitable tax deduction, and you have that final step: recommending charitable organizations to receive transformational gifts.

Supporters of the SPCA of Wake County have long since contributed to the lifesaving work of the SPCA of Wake County through donor-advised funds (DAFs). Receiving funds from this charitable giving vehicle has allowed the SPCA receive animals from high intake municipal shelters, perform thousands of spay/neuter surgeries to help reduce pet overpopulation in North Carolina and educate the public on community cat issues.

The SPCA is here to help you make that impact in the easiest, smartest and cheapest ways possible. If you have set up a donor-advised fund account with Fidelity Charitable, Schwab Charitable, or the BNY Mellon Charitable Gift Fund, you can now recommend grants to the SPCA of Wake County directly from our website.

Your greatest gift would be our greatest honor. You will be making the greatest impact on the animals in need by recommending the SPCA of Wake County as an organization to support through your donor-advised fund. The SPCA is a 501(c)(3) charitable organization that is empowered to do right for the animals by the support of donors like you.

How do you use the DAF Direct form (if you have a DAF)?

  1. You can use the DAF Direct form if your donor advised is held through one of the following: Fidelity Charitable, Schwab Charitable or BNY Mellon. Click here to use DAF Direct’s form
  2. In the box, select the sponsoring organization (i.e., the SPCA of Wake County) from the “Donate now from:” field.
  3. Enter the amount (in dollars) you would like to recommend in the “Amount:” field.
  4. Click on the “NEXT” button to proceed to the sponsoring organization’s website to complete your donor-advised fund transaction. (Please note that you will be directed to an external website to complete your transaction.)

You can also continue to make the greatest impact with your donor-advised fund by naming the SPCA of Wake County as the fund’s successor advisor. Please contact Mondy Lamb to discuss this option.