Simple
Open a donor-advised fund in approximately 24 hours and get started with as little as a $5,000 irrevocable contribution, with no minimum annual distribution requirement. Then issue grants to causes that matter to you.
Charitable GivingGive with purpose,
Give with purpose,
give with strategy.
A donor-advised fund is a simple, tax-smart way to turn your charitable intentions into a lasting giving strategy. We help you open the account, fund it wisely, and align every grant with the values you hold closest.
Start your giving plan →
What Is a Donor-Advised Fund?
A tax-smart account for generous people.
A donor-advised fund account is a simple, tax-smart investment solution for charitable giving. You can set up an account and contribute cash, securities, or appreciated assets. You will be eligible for a current-year tax deduction and can be more strategic about your giving decisions.
Features
Why a donor-advised fund may work for you.
Flexible
Grants are permitted to IRS-qualified public charities based in the U.S. or for international granting.
Convenient
Recommend grants online or through a mobile app. You can also set up recurring gifts over time.
Cost
Startup and ongoing administrative costs are low when compared to expenses of a private foundation.
Privacy
Grants can be made anonymously and names of donors can remain confidential.
Board of Directors
Not required.
Tax Efficient
Minimize capital gains taxes and make additional contributions anytime. We will work with your accountant or CPA to ensure your investment plan aligns with your tax strategy.
Establishes a Legacy
Donor-advised funds can be used alone or in tandem with a private foundation or trusts. Name your fund to include your family and appoint successors so your legacy continues even after death.
Get Started
What you will need to open your account.
We walk you through the application step by step. Here is what to have ready before we begin.
Request your application →Required
- U.S. permanent resident address
- Social Security Number
If applicable
- Employer's name and mailing address
- Name and email address of additional account holders
- Name and date of birth of successors
- Name of charitable beneficiaries
Turn generosity into legacy.
Tell us what causes matter to you. A discovery call is free, and there is no commitment. We will help you build a giving strategy that fits your life and your finances.
Request a consultation →