Donor-Advised Funds
A sophisticated, tax-smart way to support Servite High School. Select an option below to explore benefits, learn how DAFs work, or recommend a grant from your existing fund.
Recommend a Grant
Search for your donor-advised fund administrator to access your portal securely and recommend a grant to Servite High School.
How to recommend your grant
- Find your administrator.Select your provider from the secure search bar above.
- Open your portal.Click "Go to My Portal" to proceed to your institution's login.
- Submit recommendation.Use Servite's exact legal details provided here.
Servite Grant Details
- Legal Name
- Servite High School
- Tax ID (EIN)
- 95-2023055
- Address
- 1952 W. La Palma Ave.
Anaheim, CA 92801 - Gift Note / Memo
- Please include your name and intended purpose (e.g., Unrestricted, Scholarships).
Understanding Donor-Advised Funds
A donor-advised fund is a dedicated charitable giving account established through a sponsoring organization, designed to seamlessly manage your philanthropic goals.
1. Contribute
You make an irrevocable, tax-deductible contribution of cash, securities, or other assets to a sponsoring organization.
2. Grow
While you decide which charities to support, your contribution can be invested and potentially grow tax-free.
3. Grant
You recommend grants to qualified nonprofits, like Servite, on a timeline that works best for your family.
Why Families Choose DAFs
Donor-advised funds provide a highly flexible, tax-efficient approach to organize generosity thoughtfully over time.
Strategic Philanthropy
- Consolidate all charitable giving and tax receipts into one centralized account.
- Separate the timing of your tax deduction from the timing of your charitable grants.
- Foster a family tradition of giving by involving multiple generations in grant recommendations.
Opening an Account
- Speak directly with your wealth manager, financial advisor, or community foundation.
- Explore contributing highly appreciated assets to maximize tax advantages.
- Establish a legacy plan that aligns with your values and supports the institutions you care about.
Stewardship & Privacy
Servite respects your privacy. When recommending a grant, please ensure your provider includes your name and gift intent so we may properly acknowledge your generosity. Servite does not provide tax or legal advice; please consult your advisor.