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Fall and Philanthropy: Tips for charitable wealth planning

September 30, 2024

Autumn is a time for cozy blankets and gathering with loved ones. It’s also the perfect time to step back and review your charitable giving plan.

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What percentage of your income should you give to charity?

August 13, 2024

How much of your income should you give to charity? A better question may be, “How can you make the greatest impact with what you have on the causes you care about?” For more and more donors these days, looking at their entire portfolio and leveraging the advantages of a donor-advised fund is a key part of the answer.

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How flexible is your charitable giving?

June 28, 2024

As flexible giving accounts, donor-advised funds support your regular and responsive giving. Learn more about increasing your charitable giving flexibility.

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Insights into portfolio granting for deeper philanthropic impact

June 07, 2024

In this blog, learn how Vik Dewan and a team of experts are working to increase donor impact on important charitable causes.

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How DAFs have reshaped philanthropy for the better

October 13, 2021

This is the story of donor-advised funds. In a normal year, they are strong charitable engines that churn out donations and help power the philanthropic sector. But when the unthinkable happens, they are also equipped with a special extra gear. Not only do DAFs help respond to natural disasters, but evidence also shows that they can be a stabilizing force to the philanthropic world during economic downturns.

Employee philanthropic accounts

Offer your employees charitable giving accounts through our Employee Philanthropic Account program. Because we understand your organization is unique, please contact us for more details. We are happy to discuss custom pricing, account elements and company benefits.

  • Tax deductions
  • Giving consolidation
  • Legacy options
  • Employee incentive

Corporate philanthropic accounts

A corporate philanthropic account with us lessens the administrative burden associated with your firm's corporate giving. As a national donor-advised fund, we work with a broad base of corporate donors to consolidate, accrue, and grant assets to charity, making your charitable giving easier.

  • Low all-in fees
  • One tax receipt
  • Due diligence
  • Flexible advising structure

Imagine what more you could do

What could your foundation accomplish with fewer constraints and more freedom to act? 

 

Explore how pairing a DAF with your foundation could help you deepen your impact.

Two powerful tools. One stronger strategy.

Private foundations and donor-advised funds are both designed to fuel generosity at scale; enabling you to contribute assets, invest for potential growth, and support the causes you care about over time. 

 

Each offer distinct strengths: 

 

  • Private foundations provide philanthropic control, including the ability to appoint a board and staff to run the foundation 
  • DAFs are simple to establish and maintain, with administrative responsibilities handled by the sponsoring organization 

Private foundations and DAFs are powerful on their own—but even stronger together. Have you considered using both to elevate your philanthropy?

 

Download our guide

 

Ready to explore the differences between private foundations and DAFs, and how, together, they can unlock your foundation's full philanthropic potential? Discuss your specific situation with one of our specialists. Fill out the form below and our experts will be in touch within one business day to schedule a consultation or answer your questions via email.

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Maintenance fee may be applied

Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.

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You are eligible for special rates

Our premier clients enjoy reduced pricing to further maximize their impact.

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