Current Giving

Establishing a Donor Advised Fund offers a convenient way to give today to the charities you care about most.

Donor Advised Funds are one of the most common giving vehicles available today.  They are a cost-effective and efficient alternative to private foundations for your charitable giving.

Significant benefits including:

  • Facilitate family philanthropy across generations with an easy, cost-effective, solution.
  • Establish a Fund with a variety of assets, including complex gifts such as real estate or closely held business interests.
  • Enjoy tax benefits immediately, while maintaining flexibility in distributions and investment options.
  • Avoid startup costs including legal fees and annual tax filings.
  • Grown your fund over time with no minimum annual distributions.
  • Manage grant recommendations online through our new Fund Holder Portal.
  • Recommend grants anonymously, if desired, or in the name of the Fund.
  • Appoint Advisors and Successor Advisors to continue your legacy of charitable giving in perpetuity.

Donor Advised Fund Agreement

Enriching our Philathropic Palette

Howard Einstein comes from a long line of people who believe in the power of philanthropy to transform lives.

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