- Cash Contributions
- Appreciated Securities
- Real Estate
- Privately Held Interests
- IPO Stock
- Restricted Stock
- Life Insurance
Our Donor Advised Funds
We’ve built a new kind of charitable donor advised fund that supports the way people give in the 21st century. We have created an independent platform through which your charitable gift fund can be a personal expression of you and your evolving needs: who you are now, what you stand for, and how you want to change your world.
Our core beliefs:
- Each donor is unique. We focus on what you want your legacy to be and how we can help you get there.
- Giving is personal. We won’t force or lobby you to have anything in your fund that you don’t want to have.
- We work well with others. Closed ecosystems are limiting, divisive, and outdated.
- Objective advice shouldn’t come with proprietary investment products and unspoken agendas. Our independence is your independence, and transparency is essential.
- Your fund shouldn’t become outdated; it should evolve with you.
- Each donor has the right to true independence.
No matter where you are in your charitable giving goals, and where you hope to be in the future, true independence will help you to create something remarkable.
Our donors are typically individuals and multi-generational families located throughout the United States. We work with:
- Financial advisors
- Family offices
- Private foundations
- Trust companies
- Financial institutions
- Corporate foundations