Donor Advised Funds (Non-Endowed)

Donor Advised Funds are convenient, flexible tools for individuals, families, businesses, or groups that want to be personally involved in suggesting grant awards made possible by their gifts. If you have a range of community interests, you may find that this type of fund is an ideal vehicle for fulfilling your charitable wishes. Donor Advised Funds are typically less costly and easier to administer than other forms of philanthropic giving (such as family or corporate foundations).

Your gift can be combined with others to increase its impact, and you can add to the fund you establish at any time (each new gift is eligible for charitable deduction). You can establish a fund today and make grant recommendations now or in the future. If you choose to endow your gift in the future, it becomes a permanent community funding resource.

How it works:

·         You make a gift

·         We set up a special fund in the name of your choosing

·         You receive immediate tax benefits but can make grants from your fund over a period of many months or years

·         Your gift is carefully invested and can grow over time

·         You recommend grants from your fund and can take advantage of our professional grantmaking expertise

·         We handle all the administrative details so that you can focus on charitable giving