About Donor Advised Funds

 

Donor Advised Funds are a convenient, flexible, tax-smart way to manage your giving. We handle the paperwork, while you focus on the fun part: making a difference.

1. MAKE A GIFT

  • may be eligible for an immediate tax deduction
  • give from a variety of asset types
  • no legal fees
  • no set-up costs

2. WATCH IT GROW

  • choose an investment strategy consistent
    with how you plan to use your fund
  • add to your fund anytime
  • no paperwork to file
  • experienced asset managers

3. CHANGE THE WORLD

  • support nonprofit organizations
    anywhere in the U.S. and around the world
  • make grants on your timetable
  • involve your family
  • manage your giving on-line
  • choose recognition or privacy
  • learn about needs and nonprofits
  • connect with like-minded donors
  • create a lasting legacy