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donor-advised funds
what is a donor-advised fund?

A donor-advised fund is a simple, tax-efficient way to donate. It is similar to an investment account, but the sole purpose is to distribute gifts to charitable organizations of your choosing. Once you put money or other assets into the account, you are eligible to take an immediate tax deduction. Then, you are able to disburse grants and gifts to the charities and organizations of your choice. 

How does it work?

You can create a donor-advised fund in 3 easy steps:

Open & Contribute

Open a donor-advised fun and contribute cash, appreciated assets, stocks, cryptocurrency, and more for an immediate tax deduction.

Invest & Grow

While you're assets are in your donor-advised fund, you may have an opportunity to invest and grow you total gift amount. Most funding organizations can offer investment strategies and advisors to help you make the most of your charitable gifts.

Give and Support

Choose qualified charities and 501(c)3 organizations to received funds or grants from your donor-advised fund.

what are the perks?
Easily Donate Non-Cash Assets

Often, it can be tricky for non-profit organizations to accept non-cash gifts such as stock, cryptocurrencies, private equity, or other corporate and private assets. A donor-advised fund simplifies the process and for you and the receiving organization. 


Maximize tax benefits and simplify your records

Once you create your fund and contribute cash or other assets, you are eligible for an immediate tax deduction. With a donor-advised fund, you no longer need to keep track of all your donations to charities. Your gifts will come from the fund and will be recorded in your account. 


Specify what your gifts are being used for

Decide where you’d like your donations to help by creating a special use for your gift or grant, including for a program or campaign. You can also make a gift in someones honor or memory.


you can Stay anonymous 

Donor advised funds offer the ability to send a donation or grant anonymously.


Support your legacy

Easily incorporate your donor-advised fund into your estate planning. You can create a succession plan for your donor-advised fund and give the remaining funds to your heirs, or your favorite charities. To learn more about estate planning, click here