Donor Advised Funds

Do you have funds set aside for charity but have not decided what organizations should receive the funds or when the gift(s) should be made or in what amount? Then consider creating and funding your own personalized Donor Advised Fund.

A Donor Advised Fund allows you to:

• Gain a current charitable contribution deduction
• Distribute the gifts over time, for various organizations and in different amounts
• Cut down on the administration of personally writing the checks and keeping records for tax recording purposes (one check, one acknowledgement letter!)

Fee Structure
Investment Management
Investment Performance
Mutual Fund Allocations
Investment Preference Form