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.
The McCauleys
"I think that where I sit in my life right now is a gift, and my faith and beliefs lead me to ask how to be a good steward of that gift." - Will McCauley
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2022 Scholarship Awards
Congratulations to our 2022 Scholarship Award Recipients!
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