Conservation Easements
Preserving open spaces through private conservation for a cleaner, healthier environment
Habitat | Wilderness |Fresh Water | Clean Air | Farming | Public Parks | Recreation | Providing for Future Generations
R&D Tax Credits
Government credits to incentivize all types of innovation
R&D Tax Credits
Government credits to incentivize all types of innovation
Alternative Wealth Management
Private Offerings Access
Donor Advised Funds
Defer and Redirect Grants | Flexible Investment Choices | Tax Free Growth
A donor-advised fund (DAF) is a charitable investment account, used exclusively for the purpose of supporting charitable organizations. When you contribute cash, securities or other assets to a donor-advised fund, you are generally eligible to take an immediate tax deduction. Funds can then be invested for tax-free growth and you can recommend grants to virtually any IRS-qualified public charity.
Donor advised funds are the fastest growing charitable giving vehicle in the United States because they are flexible, easy to set up and tax advantageous.
Make a tax-deductible donation
Donate cash, stocks or non-publicly traded assets such as real estate, private business interests and private company stock to be eligible for an immediate tax deduction. A contribution to a donor-advised fund is an irrevocable commitment to charity; the funds cannot be returned to the donor or any other individual or used for any purpose other than grant making to charities.
Donations of Capital Gain Assets
The impact of donating appreciated assets is particularly compelling as the deduction is based on market value as opposed to selling the asset and incurring capital gains and other taxes that would reduce the amount of the deduction as well as the charitable impact.
Grow your donation, tax-free
While you're deciding which charities to support, your donation can potentially grow, making available even more money for charities. We offer a variety of investment strategies designed to protect and grow your charitable dollars.
Flexibility to support your charities now, or defer until a later point in time
You can support virtually any IRS-qualified public charity with grant recommendations from the donor-advised fund. Your local food bank, an alma mater or religious institution, most are available with the program. We will conduct due diligence to ensure the funds granted go to an IRS-qualified public charity and will be used for charitable purposes.
An irrevocable contribution of personal assets
Investments are customized to donor's preference
The ability to name your account and successor advisors
Recommendations for grants to qualified charities
What You Give
What You Get
Assets in your donor-advised fund account grow tax free
The maximum charitable tax benefit allowed
Charities Receive Donations
Online connectivity to your philanthropic organizations