Claim a deduction when account is funded.
A smart, simple philanthropy solution
Many clients, especially high-net-worth clients, feel compelled to share their success by giving to charities. Our Donor Advised Fund solution allows clients to achieve their philanthropic goals without the administrative and legal costs of starting a private foundation.
Clients take an immediate tax deduction when the account is funded and with each additional contribution. They then recommend disbursements to charities over whatever time frame they choose. Assets held in the account grow tax free, creating the potential for long-term support of organizations they favor.
Donor Advised Fund
Satisfy clients’ desires to support their favorite causes with this simple investment wrapper.
Immediate Tax Deduction
Control Timing of Gifts
Donate over time as investment grows.
Monitor Recipients’ Use of Gifts
Ensure continued alignment with values.
Tax-Free Growth
Assets in the account grow tax free.