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.