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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.


Deductible Donations

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.

Capital Gains​

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 Donations

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.

Flexible Timing​

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.

An irrevocable contribution of personal assets

What You Give

What You Get

The maximum charitable tax benefit allowed

Investments are customized to donor's preference

Assets in your donor-advised fund account grow tax free

The ability to name your account and successor advisors

Recommendations for grants to qualified charities

Online connectivity to your philanthropic organizations

Charities Receive Donations

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Charitable Giving

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