By Michael Morse, Executive Director, Catholic Community Foundation of Southwest Florida.
Donor Advised Funds, or DAFs, have been around for quite a while, but more people have been hearing about them over the past few years. In fact, you may have already asked yourself, “What exactly is a DAF and is it right for me?” Simply put, a DAF helps individuals and families manage their charitable donations in a simple and easy manner. It’s your “Charitable Checkbook.”

DAFs are like charitable checkbooks because they provide a flexible way for donors to make a charitable contribution, receive an immediate tax deduction for the maximum allowable amount and then recommend grants from the fund to various charitable entities whenever they want. Donors can contribute to their fund as frequently as they like and can even choose to deposit their fund in the Foundation’s investment pool and have it potentially grow tax free.
In addition, DAFs are simpler and more cost effective than creating a private foundation, can allow you to remain anonymous and protect your privacy when supporting a charity, and can help establish the spirit of generational giving within families. Unlike private or family foundations, there are no minimum annual distributions, no staffing or legal fees, no annual tax filing requirements, and no heavy regulations by the Internal Revenue Service (IRS).
Many people began using DAFs when the IRS nearly doubled the standard deduction in 2017 in order to take advantage of a tax strategy called “charitable bunching.” Bunching is when you combine multiple years of charitable giving into your DAF in a single year so that you can itemize your tax deductions in that year and take the standard deduction in the following years, thus maximizing your tax savings. You then use your DAF to make all of your charitable donations in the following years.
Now is a great time for Catholics within the Diocese of Venice in Florida to open Donor Advised Funds with the Catholic Community Foundation of Southwest Florida because there is currently no minimum amount required to start a fund. Additionally, donors can be certain that no funds will ever be used by the Foundation to support entities or causes that are not in keeping with our Catholic Faith.
Donors that open DAFs with the Foundation are able to support any Catholic entity within the United States or any other qualified social-service or pro-life charity within the United States whose mission is in alignment with the teachings of the Catholic Church. In addition, they can choose to invest their DAF in a Catholic-screened portfolio. Which means the Foundation avoids investments in companies with business practices, products or services contrary to our Catholic Faith.
The Catholic Community Foundation of Southwest Florida began operating in 2004 as an independent 501(c)(3) not-for-profit organization that works with all the Parishes, Schools and Catholic entities within the Diocese of Venice. The Foundation provides the tools and resources to help Faith-filled donors provide long-term support to the Catholic entities of their choice. Last year alone, the Foundation distributed more than $5.2 million in support throughout the Diocese and beyond thanks to the generosity of so many Catholic donors.
If you would like to learn more about creating a donor-advised fund with the Catholic Community Foundation, or if you would like to learn more about other gifting options, please contact Michael Morse at 941-441-1124 or Morse@dioceseofvenice.org.















To help ease the burden of the planning process, the Catholic Community Foundation of Southwest Florida has made available a free Personal Estate Planning Record Book. This record book is intended to help collect and organize important information and to serve as a valuable tool for your estate planner and loved ones. By being prepared, you will save both time and money. You will also simplify the process for those you love when they need to access your important life documents.


Two Bishop Verot Catholic High School seniors, Adam Belof and Gavin Hart, spent the week of July 18-22, 2022, in Grand Rapids, Michigan, representing Southwest Florida at the Junior Gold Bowling Championships. This is an annual national tournament for the top male and female youth bowlers in the United States. Only the best bowlers in the nation qualify, and these two certainly represented the Fort Myers area and Bishop Verot very well!
Every day, Catholic Charities, Diocese of Venice, Inc., serves its most vulnerable population by feeding, housing, empowering, and helping all in need. This summer, you can be the one that makes a difference. Your acts of kindness have the power to transform lives and leave a positive impact in our community. The Catholic Charities “Summertime and the Giving is Easy Appeal” is asking for your support. The giving is easy! Your gift will make a positive impact on our less fortunate brothers and sisters! Please visit
Would you know how to help a pregnant woman in need? Maybe it’s your daughter, granddaughter, niece, cousin, sister, or neighbor. Maybe it’s someone you see in a store, restaurant, or church. Perhaps she is crying, looks distraught or is obviously being treated poorly by someone. Through a new national initiative from the United States Conference of Catholic Bishops (USCCB) called Walking with Moms in Need, now you will know how to help. Walking with Moms in Need teaches the faithful how to help pregnant women in need, starting by letting them know they are not alone. The nationwide Catholic program calls every parishioner to learn the names of their local pregnancy help centers, the first responders for women with unexpected or difficult pregnancies. If you know of someone who is pregnant and needs help immediately, visit
Registration is now open for the Diocese of Venice Oct. 22, 2022, “Together in Holiness” Marriage Conference, presented in partnership with the Diocese of Venice Office of Family Life and the St. John Paul II Foundation. To register, please visit
A three-year revival of devotion to the Real Presence of Jesus in the Eucharist begins with the Diocesan phase, from June 19, 2022, through June 11, 2023. During the Diocesan Year, there will be a series of events and retreats that encourage the renewal of the Church “by rekindling a living relationship with the Lord Jesus Christ in the Holy Eucharist.” The pinnacle of the coming year will be a Diocesan Eucharistic Congress on March 24 and March 25, 2023. This event, which is in the early planning stages, will take place at the Convention Center and Luminary Hotel on the Fort Myers riverfront. The National Eucharistic Revival is a focused effort by the U.S. Catholic Bishops to revive a devotion to and belief in the Real Presence of Jesus in the Eucharist. To learn more about the National Eucharistic Revival, visit
The Women’s Club of St. Thomas More Parish in Sarasota has concluded another successful fundraising season. The Club’s Board gathered recently and presented $5,000 to Pastor, Father Gordon Zanetti; $1,500 to Awareness Manager, Brenda McGowan, of Selah Freedom; and $1,500 to Director of Development, Mary Ellen Mancini, of SPARCC (Safe Place & Rape Crisis Center). The Women’s Club also supports the efforts of Resurrection House and Remnant Church/Café of Sarasota. If you are interested in the St. Thomas More Women’s Club, please visit
The recipients of the Mary Fran Carroll, Coseglia, Schaerf, Toner, Schwarz and Carey Scholarships were recognized for their outstanding academic achievements and for their commitment of continuing their education in pursuit of wide-ranging career paths such as education, medicine, business, engineering and more. The Foundation Scholarship Committee carefully reviewed 142 applications before determining the winners. Many of the Foundation Board members were present for the luncheon. (See a complete listing of scholarship recipients below.)
The Competitive Cheer Team at Bishop Verot Catholic High School in Fort Myers took second place at the Class 1A Extra Large Varsity State Championships on Feb. 2, 2022, at University of Florida Exactech Arena at the Stephen C. O’Connell Center in Gainesville. Way to go!
The St. Michael Parish 2022 High School Youth Festival gathered more than 80 students in Wauchula on Feb. 5, 2022. The theme this year was “We are made to be great!” The day consisted of three talks given by Greg Stearns, an outdoor games tournament, prayer and quiet time with our Lord, the opportunity for confessions and Holy Mass. It was a beautiful day of fellowship.
Bishop Verot Catholic High School student Cornelia Ovren won BEST OF SHOW for her acrylic painting of The Triangle Waist Company at the Fort Myers Art Fest on Feb. 6, 2022. A team from Verot also won The Golisano Children’s Hospital Sunny and Sparkle award for their clever execution of Chalk Block’s theme: “Choose to Include” in the chalk art competitions. In the same competition, another Verot group took honorable mention for their chalk block “Come Together” tribute.
Several Diocesan Catholic high school sports teams won district titles recently. The Cardinal Mooney Catholic High School girls’ basketball team in Sarasota took the District title Feb. 4, 2022. The Mooney girls’ soccer team earned their own District title Feb. 3. The St. John Neumann Catholic High School girls’ basketball team in Naples also took their District title Feb. 4. Both boys’ and girls’ soccer teams at Bishop Verot Catholic High School in Fort Myers captured District titles Feb. 2.