Working With Your Advisor

//Working With Your Advisor
Working With Your Advisor 2018-06-14T20:20:10+00:00

Working with Your Trusted Advisors

iGiftFund works on every custodial platform. In other words, we make it easier to do business in the way you’re most familiar with.

Your recommended advisor can help you open a donor-advised fund and facilitate your contributions into the respective investment account. iGiftFund then engages the recommended advisor to manage the investments in your donor-advised fund.

You’ll receive copies of investment account statements and can see donor fund investment accounts on your chosen custodial platforms, with full transparency.

Unlike most other programs, iGiftFund does not pool investments. Each account is separated and can be individually managed.

Your advisor can tailor the investments in your donor-advised fund via open investment architecture. Open investment architecture lets you customize investment portfolios and integrate charitable giving into your overall financial and estate plans.

At iGiftFund, a donor-advised fund can be established with a minimum contribution of $5,000. Other programs may allow only an approved RIA to manage charitable investments, starting at $250,000 or more.

Questions?