Donor Advised Fund

Donor Advised Funds (DAF) empowers our clients to make an impact with ease.

• You can give to one or multiple organizations
• Simplifying your year’s end gifts into a single tax receipt
• You give on your timeline – you don’t have to make quick year-end decisions
• You can let the fund grow and just gift the interest
• Gifts can be given anonymously
• Let us help you match your passion with impact
• Create a cost-effective alternative to creating a private foundation

Or 

• Also used to convert foundations that are no longer have need to fund an entire staff but still have funds that need to be utilized to make an impact.
• You may name a charity as the remaining beneficiary.

Types of contributions that can fund this giving agent:

                Cash, mutual fund shares, publicly traded stocks or bonds, real estate, closely held stock and other hard-to-value assets.

Initial Donor Contribution:

                Must have a minimum fair market value of $10,000.

Minimum Amount you can Gift:

                $250 per organization