Donors

Donor Advised Funds

Giving that’s

simpler

 and smarter

Donor advised funds are simple, convenient and flexible — that’s why they are our most popular fund type.

With one contribution, you can support all your favorite charities now or in the future. Donor advisors may recommend grants to qualified charities anywhere in the United States including faith-based organizations.

Open a fund in three simple steps:

SHARE your charitable interests with our team

We’ll discuss our fund types and help you determine which one best meets your charitable giving objectives.

920-432-0800 →

Choose an investment option and name your fund

Once all the details have been decided, we will draft a fund contract for your to approve.

GET STARTED →

GIVE a tax-deductible charitable donation

Choose the assets you want to establish your fund. We have a variety of giving options for you to consider.

GIVING OPTIONS →

SHARE your charitable interests with our team

We’ll discuss our fund types and help you determine which one best meets your charitable giving objectives.

920-432-0800 →

Choose an investment option and name your fund

Once all the details have been decided, we will draft a fund contract for your to approve.

GET STARTED →

GIVE a tax-deductible charitable donation

Choose the assets you want to establish your fund. We have a variety of giving options for you to consider.

GIVING OPTIONS →

Benefits of donor advised

funds

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.

Let’s 

connect

Have questions about opening a fund? Call us at 920-432-0800 or email a member of our Donor Relations team.

Annie Dart
Vice President of Donor Relations & Communications

Maribeth Franken
Donor Services Manager

More information about opening a fund:

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.

Accessing your

fund

Looking to make a grant from your fund? Here are three easy ways to connect with us.

Online

Online

Log in to your dashboard at any time.

Email

Email

You can email your grant request to Annie Dart.

Phone

Phone

To make a grant recommendation, please call 920-432-0800.