Donor Advised Fund
What if you could support all your favorite charities with just one donation? That's the power of a donor advised fund.
Donor advised funds are simple, convenient and flexible — that’s why they are our most popular fund type. Here are a few of the reasons donor advised funds are the fastest-growing giving vehicle in the United States:
- Immediate tax savings
Receive a tax deduction when you make a contribution your fund. With that contribution, you can fund charitable giving activity over a number of years.
- Easy to establish
You can establish a fund with a gift of $10,000. We accept cash, credit card donations, securities, closely held stock, real estate, life insurance, and other illiquid assets. Learn more about your giving options
- Ability to consolidate your charitable giving
If you choose to use your donor advised fund for all of your charitable giving you won't have to itemize donations at tax time. You will only need a record of contributions to your fund.
- Investment options
Your professionally managed fund will accrue non-taxable earnings over time. With three asset allocation models, you decide the risk-tolerance for your fund.
- Low administrative fees and no administrative work for you
We provide administration and reporting, fund management, community connections, grantmaking expertise and granting opportunities, all for a fee of less than 1%.
- An avenue to pass on your tradition of giving
You have the option to designate multiple living generations of advisors to continue your tradition of generosity.
- The option to make anonymous gifts
As a donor advisor, you have the option to be recognized for your gift OR to remain anonymous.
- Online access to your fund information
As a donor advisor, you have online access to your fund around the clock. You can make grant recommendations to charitable organizations, check your balance and add funds.
- Insight into our Community
We can share our knowledge about leading community issues and keep you updated on exciting local granting opportunities.