DONOR ADVISED FUNDS

choose your charities and your timing

Donor advised funds give you ongoing involvement in the distribution of your charitable gifts. These are convenient and flexible tools for highly motivated people who are likely to be personally involved in philanthropy. This is a good option for donors that have a broad range of charitable interests, because once the fund is established, you can add to it at any time and make grants immediately or in the future.

Unlike private family or corporate foundations, donor advised funds are often less costly, easier to administer and more flexible. The tax deduction takes place up front but you can still choose your schedule for giving as your money grows tax-free. We can provide help and guidance at your request, drawing on both our knowledge and experience.