Donor-Advised Funds

A Flexible, Strategic Way to Support Indiana Wesleyan University

Indiana Wesleyan University has partnered with the National Christian Foundation to provide supporters with expanded and flexible options for charitable giving. A donor-advised fund allows you to make a charitable contribution, receive an immediate tax deduction and recommend grants over time to IWU and other qualified ministries.

Learn more about our partner, National Christian Foundation >

Questions? Explore our Donor-advised Funds FAQs >

A donor-advised fund, often called a DAF, functions like a charitable giving account established at a public charity such as the National Christian Foundation.

When you contribute to a DAF:

  • You receive an immediate income tax deduction.
  • Your contribution may grow tax-free.
  • You may recommend grants to Indiana Wesleyan University and other qualified charitable organizations at a time of your choosing.
  • The fund sponsor handles recordkeeping, grant processing and tax documentation.

Donors may contribute cash, appreciated securities or other eligible assets.

National Christian Foundation Logo

How the Process Works

Start to finish in four, easy steps!

Establish your donor-advised fund with a gift of cash, appreciated securities or other eligible assets. Receive an immediate charitable income tax deduction.

Grow your fund. Contributions may be invested according to the options provided by the fund sponsor.

Recommend grants to Indiana Wesleyan University and other ministries according to your own timetable and philanthropic priorities.

The fund sponsor distributes grants, manages tax reporting and provides documentation for your records.

Our Partner: National Christian Foundation

Founded by Christian financial leaders Ron Blue, Larry Burkett and Terry Parker, the National Christian Foundation is the largest Christian grantmaker in the United States and one of the nation’s largest nonprofit organizations.

“We are excited to partner with Indiana Wesleyan University to provide donors with tools that make generosity both strategic and transformational. This collaboration allows families to invest in a university that is shaping Christ-centered leaders while also supporting the broader ministries they care about. Together, we hope to inspire intentional, long-term giving that strengthens Christian higher education and multiplies kingdom impact for generations.”

Kyle DeFur, President, National Christian Foundation

Donor-advised Funds FAQs

Immediate tax benefits

Receive a charitable deduction in the year you contribute, even if grants are distributed over time.

Tax-efficient giving

The capital gains taxes you potentially save from giving directly means more goes to support charities.

Flexible timing

Separate the timing of your tax deduction from your grant recommendations.

Kingdom impact

Invest in a Christ-centered university while continuing to support other ministries you care about.

  1. If you already have a donor-advised fund, please email Tanya Ford.
  2. If you do not yet have a fund, email Tanya Ford to explore establishing one through the National Christian Foundation.
  3. Consult your financial or legal advisor regarding the tax implications of your gift.
  4. If you include Indiana Wesleyan University in your plans, please use our legal name and federal tax identification number.

Legal name: Indiana Wesleyan University

Address: 4201 South Washington Street, Marion, IN 46953

Federal tax ID number: 35-0885591

 

Here's a quick example of how a DAF can impact Indiana Wesleyan University:

Mark and Angela open a DAF through NCF and make a gift of appreciated publicly traded securities with a market value of about $50,000.

For the mean value of the stock and do not pay capital gains tax on the gifted appreciated assets.

Over the next several years, they recommend grants from their fund to Indiana Wesleyan University to support scholarships and to other ministries they care about. They also name IWU as a beneficiary of a portion of the remaining fund balance, creating a lasting legacy of generosity.

Fund Your Donation With:

  • Cash
  • Appreciated securities
  • Closely held business interests
  • Real estate, when approved by the fund sponsor
  • Retirement plan assets
  • Other marketable assets accepted by the sponsoring organization

You may also name Indiana Wesleyan University as the beneficiary of your donor-advised fund, either for the entire account balance or a percentage of the fund.

With a percentage designation, you may continue a family legacy of generosity by naming successor advisors who will recommend grants during their lifetimes, with IWU receiving the remaining balance at the conclusion of the fund.

Contact your fund sponsor to request a beneficiary designation form.