Donor Advised Funds
Donor Advised Funds are charitable giving accounts that allow donors to easily and effectively manage their charitable giving. Donor Advised Funds provide many of the advantages of a private foundation, but with smaller asset requirements and fewer administrative responsibilities.
You determine the name of your fund, choose your level of involvement and recommend grants to support the causes that you care about. The Foundation handles all of the administrative requirements (asset management, grant disbursements, record keeping and reporting) and you will have 24/7 online access to information about your fund, as well as the ongoing support of the Foundation’s staff.
Donor Advised Funds may be funded with cash, securities or property valued at $10,000 or more. Once you have identified your objectives, we will prepare an agreement according to your specifications and the fund will be active upon receipt of the charitable assets. Contributions to the fund are tax deductible and you may add to the fund at any time.
Contact us to get started.