Anyone can open a Donor Advised Fund with a minimum contribution. DAFs are a great option for people who want ease and flexibility in gifting to multiple charities without the complexity of managing a private foundation.

Cash and publicly traded stocks, bonds, or mutual funds are the most common contributions. For other assets, please contact our team to start a conversation, and discover what's possible.

Generally, your contributions to your DAF are tax deductible in the year they are donated.

You can recommend grants in support of 501(c)(3) nonprofit organizations and organizations that are fiscally sponsored by a 501(c)(3) nonprofit. Additionally, you can give to public agencies (schools, libraries, cemeteries, etc.), religious organizations, and federally recognized tribes within the United States.

DAF recommendations are an excellent way to engage family in philanthropy!  Often DAFs are the first vehicle for discussions around family values, and we encourage those who want to include family, friends, and trusted advisors to invite them to the conversation around what causes and charities will be supported.

As part of the process of establishing your DAF, we will explore this question and develop a plan that meets your goals.  Our discussion will help us evaluate whether you'd like your DAF to be endowed and the corresponding succession plan, and if non-endowed, where you'd like the support to go.  We will work with you to ensure your legacy is honored and that there is a clear plan for your DAF.