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Donor Advised Funds

Give smart with DAF

How to Donate Using Your
Donor-Advised Fund (DAF)

Step 1: Contact Your DAF Sponsor

Reach out to the financial institution or community foundation that manages your donor-advised fund. Common DAF sponsors include Fidelity Charitable, Schwab Charitable, Vanguard Charitable, and many local community foundations.

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Step 2: Initiate a Grant Recommendation

Inform your DAF sponsor that you would like to recommend a grant to WE Foundation. You will need to provide some key details about our organization:

 

  • Name of Organization: WE Foundation

  • Mailing Address: PO Box 752, Oakley CA 94561

  • Contact Number: 925-240-3898

  • Website: www.wefoundation2024.org

  • Tax ID: 61-2186069

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Step 3: Specify the Amount and Purpose

Decide on the amount you wish to donate. If you have a specific project or initiative you would like to support, please specify this with your grant recommendation under Designation. Otherwise, your funds will be used where they are most needed.

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Step 4: Confirm and Track Your Donation

After you submit your grant recommendation, the DAF sponsor will handle the disbursement of funds according to your direction. It may take a few days to a few weeks for WE Foundation to receive the funds. We recommend keeping in touch with your DAF sponsor to track the progress of your grant.

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Donating to WE Foundation through your donor-advised fund (DAF) is straightforward and impactful, allowing you to support our mission while enjoying financial benefits. Follow these easy steps to direct your DAF contribution to WE Foundation:

Need Help?

If you have questions or need assistance, we’re happy to help! Contact us at info@wefoundation2024.org.

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