Donor Advised Funds

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Contribute When You Can

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Watch Your Resources Grow

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Give When It's Needed

A Donor Advised Fund is a vehicle to help communities build resiliency. Donor Advised Funds are made for long-term giving, allowing those assets to be available when the community needs them most.

Instead of giving an organization a one-time, large influx of cash that they may not be equipped to deal with, your Donor Advised Fund ensures a steady stream of income that helps nonprofits stay healthy and durable while creating a legacy of giving for generations to come.

If you are interested in opening a Donor Advised Fund, contact us here.

When Should I Open a Donor Advised Fund?

You can open one at any time, but certain times can provide additional tax benefits. These include:

Why Open a Donor Advised Fund with Us?

  • Donate Flexibly. Donate a diversity of asset types and give over time. 
  • Be Tax-Efficient. Maximize your giving potential and tax benefits.
  • Leverage Expertise. We manage the fund, so you enjoy the benefits of giving without the hassle of management.
  • Support Local. By starting a charitable fund with us, you also help to support our community initiatives bettering our state.
  • Create a Legacy. Create a fund that can give perpetually to organizations aligned with your values and goals.

Learn More

Read about Donor Advised Funds and how they work here, or take a look at our Donor Advised Fund Agreement and Donor Advised Fund Policies & Procedures

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