Getting StartedTo create a UCLA DAF you simply transfer cash or otherappropriate assets to UCLA, name your fund, and, if youwish, select family or friends who will serve with you as anadvisor to the fund.

Donor contributes to UCLA Foundation, establishing the Donor Advised Fund

Donor receives tax deduction

Donor "advises" DAF to make gifts to UCLA and other charities

Distribution

Donor AdviceDonor sends request for

distribution to a charity(ies)

Approval and DistributionOnce approved, Kaspick &

Co. prepares and mailsdistribution check(s)

Staff ReviewRequest is reviewed to

ensure requestedcharity(ies) is/are eligible to

receive DAF funds

UCLA DAF Policy Requirements• Minimum to open new account: $250,000• Minimum balance to be maintained: $50,000• Minimum total annual distributions: 5% of DAF market

value• Minimum of total annual distributions to UCLA: 50%• Minimum amount per distribution: $1,000• Frequency of distributions: Quarterly• DAF usually ends upon: Donor’s death or a balance of less

than $50,000, although DAF may be allowed to continue after donor’s death