The Tax Benefits of “Bundling” Using a Donor Advised Fund

A Donor Advised Fund (DAF) with Stablish Foundation makes it possible for taxpayers to “bundle” their giving into one year, while suggesting distributions from the DAF in subsequent years to provide ongoing support of their favorite charities. This may allow the taxpayer to take advantage of itemizing their tax deductions in year one, while using the standard deduction in year two and maybe year three, resulting in higher total income tax deductions over two or three years.