Donor Advised Fund
Harness the Giving Power of a Private Foundation
A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Harvard-Westlake School and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.
Take Action! Visit Your Fund
1. Recommend a grant
2. Impact HW
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You can also create a lasting legacy by naming Harvard-Westlake School the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.
Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.
Using a Donor-Advised Fund to Make a Difference
Noel Hyun '02
Effective leadership starts with understanding the problem and working with a network toward a solution. I use a donor-advised fund (Morgan Stanley Global Impact Funding Trust, Inc.) to make my contribution to HW, thereby supporting a cross-sectoral leadership program led by the renowned CORO program. Through this program, upper school students explore the city and meet a wide variety of experts in their respective fields. They then work together to investigate and confront real world social problems in their community. Working collaboratively with their peers, this solution-oriented program equips HW's emergent leaders with the skills and hands-on experience to affect positive change in their networks through active leadership.
Not Sure How to Begin Planning?Download My FREE Personal Estate Planning Kit
- If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
- Contact Jim Pattison at (818) 487-5471 or firstname.lastname@example.org to discuss using your donor advised funds to support HW and our mission.
- Seek the advice of your financial or legal advisor.
- If you include HW in your plans, please use our legal name and federal tax ID.
Legal name: Harvard-Westlake School
Address: 700 North Faring Road, Los Angeles, CA 90077
Federal tax ID number: 95-1644019
Get More From Your DAF
Ensure you’ve made the most of your donor advised fund—for your family and for HW. Download the FREE guide Maximize the Impact of Donor Advised Funds.View My Guide