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U.S. Donor-Advised Fund

The U.S. Donor-Advised Fund was established to bridge the gap between our American supporters and the vital work being done at Yuthok Ling.

 

By providing a streamlined, tax-deductible path for generosity, we ensure that the ancient wisdom of Sowa Rigpa and the Yuthok Nyingthig lineage can flourish and be shared with a global community seeking healing and spiritual growth.

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How You Can Support Us from the U.S.

 

A Donor-Advised Fund (DAF) is one of the easiest, most tax-efficient ways for U.S. taxpayers to support charitable organizations worldwide.

Even though the increase in the standard deduction has caused most individuals to forgo seeking a tax deduction for their gifts, there are still some times when the tax-deductibility of a gift truly matters.  This is often true for High-Income Itemizers, and those who engage in substantial annual giving, as well as those with variable income,  who prefer to "bunch" their charitable giving in years when their income is especially high.   

In these cases, it is often essential that organizations have a vehicle available for individuals to take advantage of the charitable deduction.  As a result of this, a U.S. Donor-Advised Fund was established, to help our generous U.S. donors give in the most tax-efficient way.  
 

Because U.S. tax law requires charities to hold 501(c)(3) public charity status for contributions to be tax-deductible, U.S. donors generally cannot make direct, tax-deductible gifts to foreign charitable organizations like Yuthok Ling. A Donor-Advised Fund bridges this gap seamlessly, allowing you to support your desired projects at Yuthok Ling, while receiving an immediate U.S. tax deduction.
 

What is a Donor-Advised Fund (DAF)?
 

A Donor-Advised Fund is a dedicated charitable giving account established with a U.S. public charity (known as a DAF sponsor, such as Fidelity Charitable, Schwab Charitable, Vanguard Charitable, or community foundations).
 

When you contribute to our DAF, you are making an irrevocable gift to a U.S. 501(c)(3) public charity. In return, you receive an immediate tax deduction, and the funds are designated to be granted to our programs overseas.

 

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  • Immediate Tax Deduction: Receive an immediate U.S. income tax deduction for the full value of your contribution in the tax year the gift is made.

  • Tax-Free Growth: Contributed assets can be invested and grow tax-free, increasing the total amount available to grant to charity.

  • Flexible Asset Giving: In addition to cash, DAFs easily accept appreciated securities (stocks, mutual funds), cryptocurrency, or non-cash assets—allowing you to avoid capital gains tax while maximizing your gift.

  • Streamlined Recordkeeping: Instead of tracking individual receipts from multiple non-profits, you receive a single tax receipt from your DAF sponsor for all contributions

Using a Donor-Advised Fund 

Key Benefits for US Donors

How Your Donation Works:  Step-by-Step

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  • Your contribution is processed directly by our U.S. partner DAF sponsor, The Shrimala Fund, a registered 501(c)(3) public charity.
     

  • Receive Your U.S. Tax Receipt
     

  • Your DAF contribution is irrevocable under U.S. law, making it eligible for an immediate tax deduction. The Shrimala Fund (through its sponsor, Schwab) will issue your official U.S. tax receipt immediately via email.
     

  • Vetting & Compliance Review
     

  • Under U.S. IRS regulations, the DAF sponsor ensures grant compliance for overseas distributions using established frameworks:
     

    • Equivalency Determination (ED): Verifying that our overseas organization operates equivalently to a US 501(c)(3) public charity.

    • Expenditure Responsibility (ER): Providing oversight to confirm all grant funds are used exclusively for charitable purpose.

    • Grant Granting & Impact
       

  • Once cleared, the funds in the DAF are granted directly to our overseas organization to support our programs and operations on the ground.

Ready to Donate?

The Shrimala Fund can accept: Cash, Stocks, Real Estate,  Cryptocurrency, as well as some other types of non-cash assets.  The transfer can be completed through EFT, Wire Transfer, Physical Check, and direct (DTC) clearing for eligible securities.  Click HERE to access our transfer instructions. 

Inspired to give, but lack a clear plan for your assets?  Or,  wish to include Yuthok Ling in your estate plan at death?  We have tax and estate planning experts who can help you come up with creative solutions!

Contact us to discuss your charitable goals and giving. 

Have an Existing Donor Advised Fund or Charitable Trust of your Own? 

If you have an existing Donor Advised Fund at your financial institution, giving is easy.  You can easily contribute from your DAF to our partner DAF.
 

  1. Log in to your DAF sponsor portal (e.g., Schwab Charitable, Fidelity Charitable, BNY Mellon, or your local community foundation, eg).

  2. Select Recommend a Grant.

  3. Search for our U.S. partner DAF entity: The Shrimala Fund (Tax ID#: 31-1640316)

  4. Specify the grant amount and submit your recommendation.

Questions?  Reach out to us here.

Support the Vision of Yuthok Gonpo to Spread Sowa Rigpa Across the World

Every contribution to this fund directly impacts our ability to grow our community, host transformative retreats, and preserve sacred Tibetan knowledge. Together, we are building a modern community that honors the deep connection between meditation, nature, and traditional medicine, ensuring these profound teachings remain accessible for generations to come.

DONATE NOW
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