Northwestern Mutual Donor Advised Fund Program

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The Northwestern Mutual Donor Advised Fund serves as an effective, flexible and efficient means of meeting your charitable goals. The fund is designed to simplify your annual giving by allowing you to contribute appreciated assets when you feel the timing is right, and then make grants over time - to the charities of your choice.

Setting up your account is simple, cost-effective and convenient.

Resources and Forms

Donor Circular

Download an application

Donor User Guide

How a Donor-Advised Fund Works

  1. Donations

    A donor makes an irrevocable, tax-deductible donation to the sponsoring charity of the DAF program.

  2. Investments

    The donor works with a financial advisor to create a strategy to grow charitable assets.

  3. Grants

    The donor recommends grants to qualified public charities.

If you have any questions or comments, please contact us at 855-630-3439.

Donors

Advisors

Northwestern Mutual Donor Advised Fund | 8888 Keystone Crossing | Suite 1222
Indianapolis, IN 46240
Ph: 855.630.3439 | Fax: 877.222.1829

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