Charitable Giving

Donor-Advised Funds

Giving back to our community is important to us too, so we know how essential it is to trust your donation is making the biggest impact on the vitality of your community and the success of the causes you care about. That’s why we design Donor-advised Funds for our clients. 

When you contribute cash, securities, or other assets to a donor-advised fund, you are eligible to take a tax deduction. Those funds can be invested for tax-free growth, and you can recommend grants to virtually any IRS-qualified public charity.

How They Work

1.    MAKE A TAX-DEDUCTIBLE DONATION

Donate cash, stocks, or non-publicly traded assets such as real estate, private business interests, and private company stock and get your tax receipt. You'll also be eligible for an immediate tax deduction!

2.    GROW YOUR DONATION, TAX-FREE

While you're deciding which charities to support, we can help manage the donations. The best part— all additional growth is tax-free. 

3.    SUPPORT CHARITIES YOU CARE ABOUT, NOW OR OVER TIME

You can choose how you donate. You can support virtually any IRS-qualified public charity with money in the donor-advised fund. You can choose to donate right away or grant out the funds over time.

The public charity sponsoring your account will ensure the funds granted out will be used for charitable purposes and the grantee is an IRS-qualified public charity.