What You Need to Know:
Our expertise, service and flexibility set us apart from our peers.
- Expertise: We know that your clients set up donor-advised funds and other charitable giving accounts because of you, the advisor they trust. Our job is to arm you with succinct, effective solutions for your clients and future generations that will carry on charitable legacies. Beyond donor-advised funds, we offer a comprehensive platform of charitable tools. We help clients navigate all of their options, which might include scholarship funds, designated funds or field-of-interest funds.
- Service: We provide world-class service to your clients, no matter the size of their account. Clients have access to a team of professionals dedicated to promptly answering calls and emails, and they are able to conduct their giving in a confidential and secure environment.
- Flexibility: Giving should be easy, and we support giving at all levels. Your clients can use a donor-advised fund for all of their giving, without being constrained by unnecessary limitations and minimums.
- No minimum initial contribution.
- No minimum additional contribution.
- No minimum grant amount.
- Unparalleled investment flexibility. No minimum balance required for outside investment management.
- No limit to the number of successor advisors or charitable beneficiaries.