Donor-Advised Funds (Giving Fund)

Supporting Organizations

Scholarship Funds 

Designated Beneficiary Funds

Organization Funds

Committee-Advised Funds

Field of Interest Funds

Community Trusts

Add to Your Giving Fund

ways to give later

Endowed Legacy Funds


Life Income Arrangements: (If you want to leave money to your favorite charities but still need some income through the rest of your lifetime)

                     Charitable Remainder Annuity Trusts

                     Charitable Remainder Unitrusts

Generational Income Arrangements: (If you want to give to your favorite causes now but still want to leave something for your children or grand-children)

                     Charitable Lead Trusts

                     Retained Life Estates

                     Gift of Life Insurance

                     Retirement Fund Plans

What to Give Anytime

Writing a check to make your charitable gifts is the ineffective and inefficient way to structure and conduct your giving.  This is because the money held in your checking account has already been taxed.  While you do receive a deduction for a gift of cash, you miss the greater impacting of leveraging appreciated assets. Consider using the following assets for your generous giving.

Appreciated Stocks

Bonds & Securities

Business Interests

Real Estate & Rental Property


Private Foundations can be useful tools for philanthropy.  Yet the costs of administration, the added constrictive IRS regulations, and the mandatory annual payout create work and limitations for the donor.  By converting your private foundation into a Donor Advised Fund, you enjoy the same benefits of directing your gifts but at a much lower cost in time and money. There is no minimum giving percentage to meet and you can make your gifts anonymously.  

Private Foundation vs. Donor Advised Fund

Convert A Private Foundation