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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


  • 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