In today’s polarized climate, many conservative and libertarian donors worry about being able to manage their charitable giving in a way that aligns with their values.
We help donors like you have a positive, principled impact with your giving in a private, tax-friendly way. We are a charitable partner that not only understands your commitment to liberty but shares it, too.
Establish your DonorsTrust account with an initial contribution of $10,000 or more. You can fund the account with cash or in other tax-advantaged ways: using appreciated stock, closely held stock, or personal property such as real estate. All contributions to the account are immediately tax deductible and, as such, are legally controlled by DonorsTrust. Funds are available for grantmaking to a variety of local, national, or international nonprofit organizations. Making grant requests is simple: Use our online portal, e-mail, or call us directly. You may also invest the funds in the account to grow your giving potential.
Open a legacy account with the Whitney Ball Legacy Society to safeguard your charitable principles beyond your lifetime. A fund can serve as the charitable beneficiary of your estate plan or for a complex or split-interest gift, allowing for more strategic philanthropy both in life and as a legacy.
Emerging philanthropists under age 40 gain access to a donor-advised fund at a lower cost, allowing younger givers to start their giving journey.
Novus Society members engage with like-minded peers, gain valuable mentorship from established philanthropists, and strategically grow their charitable impact.
DonorsTrust offers more than DAF account sponsorship. With our Strategic Venture Funds (SVFs), we are a true community foundation for those committed to the principles of liberty.
An SVF is a donor-advised fund account created to pool funds toward solving a particular problem or promoting a particular issue. SVFs typically have a single advisor but funding comes from multiple donors. For more information, please contact us directly.
DonorsTrust operates independently and is not subsidized by any banking institution or private foundation. As a 501(c)3 public charity, DonorsTrust receives occasional gifts from donors who appreciate our unique purpose within the free-market community. However, our administrative fees are our primary means of sustaining our operations.
All donor-advised accounts receive standard administrative services. DonorsTrust will carry out due diligence of grant recipients and facilitate your grant disbursements as well as comply with all IRS reporting requirements and prepare quarterly account activity statements.
DonorsTrust account fees start at 0.75% and decline with larger accounts. As of Jan. 1, 2022, our fee schedule is as follows:
First $1 million – 75 bps (0.75%)
Next $1.5m – 65 bps (0.65%)
Next $2.5m – 60 bps (0.60%)
Next $5m – 50 bps (0.50%)
Next $15m – 40 bps (0.40%)
Above $25m – Please call to discuss
At any time, select family members or heirs to involve in your philanthropic activities. Choose whether these trusted appointees gain grantmaking abilities during or after your lifetime—either way lengthening the value and impact of your charitable legacy. DonorsTrust guarantees their involvement will never compromise your original charitable intent.
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