Donor Advised Funds
Simple, convenient, flexible giving.
Donor Advised Funds allow you to be actively involved in your charitable giving. You recommend the charitable organizations to receive grants, and we do the due diligence and paperwork.
Donor Advised Funds (DAFs) are the top choice for charitable individuals and families who value freedom, flexibility, and choice. These giving vehicles provide immediate tax benefits while allowing you to support your preferred charities through grant recommendations on your own timetable. DAFs are the most efficient, cost-effective alternative to private and family foundations.
Benefits Donor Advised Funds:
Easy
Our experienced staff will help you create a unique fund and provide valuable knowledge about local nonprofit organizations. You can review your fund, request grants, and use our online philanthropic marketplace to make your giving as effective and efficient as possible
Flexible
You can add to your fund at any time and access your fund and grant history 24/7. We accept various types of assets, including stock and real property, and collaborate with professional advisors to craft personalized giving strategies.
Personal
Your fund is just that, your fund. It reflects the causes and organizations you care about—in West Georgia and beyond. We offer individualized service and strategies to help you achieve your goals and maximize your impact through exclusive donor communications, workshops, and special events.
Efficient
We handle all administrative tasks, from investment options to tracking your gifts and grants. You’ll receive quarterly statements of activity, all for a nominal administrative fee.
Consider A Donor Advised Fund For:
- Simplicity and Ease: Manage all your giving from one convenient account.
- Active Engagement: Be actively involved in your philanthropy
- Versatile Giving: Support multiple organizations and programs throughout the year.
- Family Involvement: Involve your children or family in your charitable giving.
- Informed Giving: Access insights and perspectives on giving opportunities locally, nationally, and worldwide.
- Simplified Recordkeeping: Enjoy the convenience of simplified recordkeeping and tracking of your charitable contributions.