If you have not yet established a fund at KZCF (or if you have), it might interest you to know that a Donor Advised Fund (DAF) or another type of fund not only offers flexibility to meet your giving goals but also gives you options for recognition or anonymity.

Many philanthropic individuals and families appreciate and sometimes seek recognition for gifts to their favorite charities. In addition to feeling appreciated, donors give publicly for many other reasons, including knowing that their names can lend credibility to an organization and that their gifts can inspire other donors. KZCF also understands that some donors prefer anonymity instead. This means we can help you navigate your relationship with a favorite charity, which allows us to help ensure that your intentions are achieved and the nonprofit’s mission is supported in the way you envision.

KZCF carries out your wishes for recognition in a variety of ways. When you recommend grants to your favorite charities from your DAF, KZCF will typically issue grant checks to those charities noting that the gift is from your fund. In other instances, sometimes our fund holders have good reasons for wanting their support to be anonymous. Sometimes our fund holders prefer anonymity because of modesty, religious convictions, avoidance of unwanted solicitations, or a desire to keep the focus on the charity. Whatever the reasons may be for why some donors prefer to give anonymously, KZCF respects our donor’s wishes and can help in various ways.

Our team listens intently to our donors to better understand their charitable goals and interests and to ensure we structure DAFs and other funds to achieve their charitable giving and philanthropic goals. Indeed, some individuals and families set up multiple funds to serve different needs, including the desire for anonymity for a portion of their giving but not all. Our team will be sure to ask clarifying questions to determine how best to structure your charitable funds to achieve your desired level of recognition.

You may recommend that certain grants from your fund be issued anonymously. KZCF offers the ability to opt into anonymity on a grant-by-grant basis. Also, remember that no solicitations will flow directly to you. KZCF handles all correspondence related to grants to nonprofits made from your fund.

DAFs can exist under a nondescript, less identifiable name. For example, instead of the “Sam and Vera Barker Fund,” you could name the fund the “SVB Fund,” “Desert Family Legacy Fund” or something else. When KZCF sends a grant check to a charity from your fund based on your wishes, the charitable recipient will see only the name of the fund, not your name.

As always, with any fund (regardless of if the grantmaking is anonymous), KZCF’s code of ethics and operating principles means that our team follows and enforces strict confidentiality. For example, we are careful about the visibility and accessibility of donor information, even internally. We adhere closely to permissions and protections within the donor database. KZCF does not disclose information about you or your fund to any third party, nor is detailed information available through a Form 990 filed with the IRS.

KZCF welcomes all conversations about giving, and we gladly strive to honor the charitable giving preferences of our donors and fund holders to the fullest extent allowed by law.