For Advisors

Whether you’re an investment advisor, attorney, or accountant, Charitable Gift Accounts can help your clients further their particular philanthropic goals while they take advantage of significant tax benefits and flexibility. For advisors, the account provides an easy solution for the tax management of your clients’ portfolios.

The account offers impressive advantages over private foundations – in tax treatment, administrative requirements, operating expenses, and account minimums.

Charitable Asset Management

Of particular interest to financial advisors is our Charitable Asset Management feature, which is available to accounts of $250,000 or more. With this feature, donors may recommend an investment advisor to manage the donated assets in the Charitable Gift Account. Advisors may invest in a broad range of securities, including stocks, bonds, and mutual funds. We were the first leading national donor-advised fund to permit such personalized management of a client’s donated assets.

Solutions for “non-cash” assets

We can also facilitate the tax-deductible donation of “non-cash assets,” such as real estate, private-equity investments, and tangible personal property.1 Your clients may have significant non-cash assets that can be donated at a tax deduction, with the assets invested to fund future granting.