Giving that's simpler and smarter

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.

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.

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.

We can share our knowledge about leading community issues and keep you updated on exciting local granting opportunities.

You have the option to designate multiple living generations of advisors to continue your tradition of generosity.

Your professionally managed fund will accrue non-taxable earnings over time. With three asset allocation models, you decide the risk-tolerance for your fund.

We provide administration and reporting, fund management, community connections, grantmaking expertise and granting opportunities, all for a fee of less than 1%.

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.

As a donor advisor, you have the option to be recognized for your gift­ OR to remain anonymous.

Click here to view our guidelines and policies around establishing, maintaining, and granting from a donor advised fund.

We accept a wide range of assets to fund your charitable giving strategy. To learn more about the types of gifts we can accept, click here.

To begin the process of establishing a fund, please fill out the information in the Donor Advised Fund Form.

Click here to view a sample Donor Advised Fund contract.