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