When we read about independence, we associate it with qualities like:
“Free from the influence, guidance, or control of another or others; self-reliant”
True independence was woven into our fabric as an early pioneer of donor advised funds (DAF) over 36 years ago. This independence allows us to focus on, and act in, your clients’ best interests in a uniquely personalized experience.
True Independence Means Freedom from Outside Influences
Most national DAF programs are “charitable entities” of either of a for-profit financial institutions, a local community foundation or another other public charity. iGiftFund does not have a product, geographic, religious, social or succession agenda. This allows your clients the freedom to develop and pass on their philanthropic legacy with maximum choice and to be free from outside influences.
True Investment Choice
Most sponsors restrict investment choice. Some will not work with the donor’s financial advisor or will do so only for larger funds. Some will only work with RIAs on their approved list. Some have restrictive investment policies or will restrict investment choice to proprietary investment pools. Some limit choice of custody.
At iGiftFund, we’re happy to work with you as your client’s trusted advisor in a brokerage or RIA managed account relationship (discretionary or nondiscretionary), at all levels and on your familiar custodial platform. All funds are separately managed in open architecture, in segregated portfolios (no pools).
This showcases the fact that iGiftFund operates on a truly platform-neutral basis. Put another way, we don’t have an investment agenda outside of ensuring proper management of assets.
True Independence Matters Because Your Legacy Matters
We think it is important that you and your clients are able to work with an organization that you can trust. At iGiftFund, we’re focused on your client’s specific vision for building a lasting legacy. We’re here to honor your client’s philanthropic interests and values.
We believe that everyone deserves the right to enjoy “true” independence.
iGiftFund is an IRS-recognized, independent, public charity that sponsors donor advised funds. Its mission is to inspire donors to create, preserve and distribute their philanthropic legacy and to make a truly remarkable impact on the lives of others, including the donor.
With the hallmarks of simplicity, accessibility and low administrative fees, iGiftFund sets the standard of excellence in the industry and distinguishes itself from the large, national commercial and independent DAF sponsors. Based in Hudson, Ohio, iGiftFund works nationally with donors and with financial advisors on their familiar investment platform, in open architecture. iGiftFund’s administrative fees are the most competitive in the industry, starting at just 45 basis points on the first $500,000 tier.