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 s private, and tax-friendly way. We are a charitable partner that not only understands your commitment to liberty but respects 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. From there, you may make grant recommendations to a variety of local, national, or international non-profit organizations at any time and throughout the life of your account. Making grant requests is simple: Use our online portal, e-mail, or call us directly. Invest the funds in the account to give more over time.
Use a legacy account with the Whitney Ball Legacy Society to safeguard your charitable principles. 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.
The program offers emerging philanthropists under age 40 access to a donor-advised fund at a lower cost, allowing younger givers to start their giving journey.
Novus members engage with like-minded peers, gain valuable mentorship, from established philanthropists, and strategically grow their charitable impact.
Strategic Venture Funds (SVFs) are one way DonorsTrust moves beyond being simply a DAF sponsor to becoming 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. The SVF typically has a single advisor, but the funding comes from multiple donors beyond just the advisor to create positive change. 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 vary based on account size. 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
Over the life of your account, approve personally selected family members or heirs to be involved in your philanthropic activities. Choose whether these trusted appointees are involved during or after your lifetime–either way lengthening the value and impact of your charitable legacy.
Rest assured that their involvement would never compromise your original charitable intent.