Planned Charitable Giving
Start making an impact today.
Charitable giving benefits you and the causes you care about.
We can help you turn good intentions into powerful impact.
What we can help you do
Set Your Purpose
Create a focused strategy
for your philanthropy
Amplify your giving
Make your dollars work
harder while saving on taxes
Build your legacy
Leave a legacy that inspires
and involves others
Ways to work with us
The Azzad Waqfi DAF (Donor Advised Fund)
Make a greater charitable impact while optimizing your tax benefits through a donor advised fund aligned with waqf principles. Azzad has partnered with Renaissance Charitable Foundation, Inc. to offer donor advised accounts that honor both modern philanthropy and Islamic traditions.
- Give cash, stocks, and more to qualify for an immediate tax deduction.
- Invest in halal investment allocations for potential tax-free growth.
- Recommend grants to your favorite charities over time.
- Minimum $5,000 to open, no ongoing balance required.
Is a donor advised fund right for me? Use this chart to find out.
Azzad Philanthropic Advisory Services
Transform your charitable aspirations into meaningful impact with personalized philanthropic guidance from our experienced team. Minimum investment $500,000.
Work alongside us to:
- Create a strategy that aligns your wealth with your passions while minimizing taxes.
- Implement a plan for when to give, what to give, and how to give.
- Make charitable giving a part of your estate plan.
- Find and evaluate charities that match your values and vision.
Complete this interactive checklist as you consider implementing your charitable giving strategy. Then schedule a call with your advisor.
If you’re planning to donate money to charity, then consider implementing a tax-smart charitable giving strategy that could help you give more to support the causes you care about while increasing your tax savings.
You could donate appreciated securities rather than cash, start a foundation, or create a donor advised fund. Donors who plan to give more than $100,000 may want to consider a charitable lead trust (CLT).
Azzad’s financial advisors can help you choose a strategy that’s right for you.
Frequently asked questions
What is an Azzad Waqf Donor-Advised Account?
The Azzad Waqfi DAF is a donor advised fund. It is a tax-smart way to give to charity. When you contribute cash, securities, bitcoin, and even real estate, you are generally eligible to take an immediate tax deduction. Those funds will be invested in halal separately managed accounts for tax-free growth. You can log into your account online to recommend grants to any eligible IRS-qualified public charity either now or over time.
What is included in Azzad’s Philanthropic Advisory Services?
As your advisor, we’ll explore options for giving strategies that work for you including foundations, charitable trusts, qualified charitable distributions from retirement accounts, or even donor-advised funds. By analyzing your unique situation, we can help you identify opportunities and model outcomes to optimize the impact of your gifts while minimizing taxes. Alongside your annual purification statement, you’ll also receive the zakat amounts you owe on the investments we manage for you.
Do I need to have an existing Azzad relationship to open an Azzad Waqfi DAF?
No, anyone can open an Azzad Waqfi DAF online. However, to use our philanthropic advisory services, you must be a wealth management client.
Do you work with non-profit organizations?
Yes! We can help you design and implement a comprehensive investment strategy that aligns with your mission and meets operational needs. We can also guide donors toward smart giving options that benefit your organization and mission.
Get Started
You can open a donor advised fund account with as little as $5,000.
Call us at 703-207-7005 to learn how to get started.
Investing involves risk, including possible loss of principal. You are strongly advised to consult with an attorney or tax professional regarding your specific legal or tax situation before opening an account. The tax information provided on this website is general and educational and should not be construed as legal or tax advice. Tax laws and regulations are complex and are subject to change; changes may have a material impact on tax results.
