A donor advised fund simply makes charitable giving more convenient,
tax-smart, and effective. You can establish your fund with a single tax-deductible gift of $10,000 or more - we accept a wide variety of asset types and offer maximum tax advantages. Learn more about the donor experience we offer below or contact us.
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Choose from a variety of investment strategies that support your charitable goals, such as long-term impact or social responsibility. Make tax-smart gifts to your fund over time. And manage your fund online with our convenient tools. |
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Make grants from your fund over time to whatever charities you wish to support. We handle all of the details and due diligence. Enjoy personal service and convenient online tools. |
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Take advantage of our unique services, programs, and tools to share the value of giving with the people you love. |
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Tap into our local knowledge and charitable giving expertise, along with that of our vast network of donors and find ways to make a bigger impact. |
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After supporting a cause, charity, or community, your donor advised fund can become a permanent legacy to support your unique interests and values, forever. |