Donor-Advised Funds

Donor-Advised Funds

A donor-advised account resembles a personally named charitable bank account, affording you efficient and superior tax treatment - greater than that offered by private foundations and other financial planning tools. Learn about Donor-Advised Funds here.

Donor Stories

Donor Stories

Private Foundation vs. Donor-Advised Funds

I found myself consumed in red tape and facing extra taxes, fees, and deadlines. Now instead of racing to meet the 5% payout by year-end and paying lawyers, accountants, and staff to comply with IRS (...)