Donor-Advised Fund
You can give through your Donor-Advised Fund (DAF) in the following two ways:
Recommend a Grant Online
Simply click the link below to find your fund and the system will prompt you through the process. You can also contact your fund manager directly to request a grant to The Learning Source.
Please use the following information:
Learning Source (Tax ID 84-0585638)
777 S Wadsworth Blvd, Suite 2-200
Lakewood, CO 80226
Direct the final distribution of contributions remaining in your DAF to The Learning Source
When you create your DAF – or update your existing succession plan – you can indicate whether assets remaining in the account will be distributed to nonprofit organization of your choice or whether you would like to appoint successor advisors to continue to make grants from the account.
If you do not name beneficiaries or create another succession plan for your DAF, these funds may be distributed to your financial services firms’ general giving account and may not be used to support the organizations, people and causes you might like to designate.
We hope you will consider naming The Learning Source as beneficiary of your account. Or you can name us to receive a portion of the account value, leaving the remainder for your children or grandchildren to continue your legacy of philanthropy.