As you may already know, a donor advised fund (DAF) is a charitable giving vehicle sponsored by a public charity. When your clients establishes a donor advised fund with iGiftFund, they are dealing with an entity recognized by the IRS as a public charity that “sponsors” the DAF.
At iGiftFund, we hold ourselves as not just a sponsor of your client’s DAF, but as a “steward” of your client’s DAF. So, what’s the difference?
Beyond sponsorship and into stewardship
As the official sponsor of your client’s DAF, we’ve learned through 30 years of experience that it’s very difficult to create, nurture and pass on a lasting legacy alone. It takes a team. We understand your clients want assurance that their charitable assets are protected, managed, invested and distributed to the charitable organizations and causes that are important to them. We take great care to ensure that all parties to your client’s legacy – you, as trusted advisor, the charities that will benefit from your client’s legacy, and your client, himself or herself – work in the best interest of the legacy entrusted to us.
That’s not just sponsorship, it’s stewardship.
iGiftFund does not provide financial advice, sell financial products nor is it the charitable arm of a for-profit company. This independence allows us to offer a level of stewardship not found in the marketplace now dominated by large commercial financial institutions and other national charities.
We’re here for your client’s passions, for their legacy, for you. In the words of Shannon L. Alder, “Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.”
As “stewards”, we’re here to assure your client that all the parties involved are working together to make their legacy possible in an efficient, tax-smart and meaningful way.