Are you grateful for all you’ve been given? A charitable giving plan is a key component of your overall financial strategy. Often referred to as a charitable checking account, a donor advised fund provides you with the giving flexibility you need to provide support to the charities and causes closest to your heart. From meeting unmet needs in your community, to giving back to causes you care about, we give you the tools and resources to take action — and create impact.
Give in ways that are right for you with maximum tax benefits.
Grow your donor advised fund through investment and sound stewardship.
Grant to your favorite charities and causes when and how you wish.
Make charitable decisions later.
Recommend any charity and request a specific grant purpose if you like.
Include family or friends in your giving decisions. Name successor advisors, such as family and friends, to continue your legacy.
Receive maximum tax benefits, based on when and how you give.
Monitor your giving through statements and online access.
Bypass the cost and complexities of a private family foundation.