With Donor Advised-Funds

Donor-advised funds are simple to set up and easy to operate. They allow you to address a wide variety of issues and fulfill your charitable interests as they evolve over time. Reasonable fund minimums make the donor-advised fund a useful charitable tool. Its flexibility makes it a convenient option to manage your giving and enjoy hands-on involvement.

Be Engaged in the Grantmaking Process

We give you the right to advise on distributions from your fund to specific charities that meet IRS guidelines. Staff members with significant expertise on local issues and initiatives are also available to identify organizations that match your charitable interests. Additional gifts may be made to your donor-advised fund at any time. You can use cash, stock, real estate or other assets to qualify for an immediate tax deduction.

An Alternative to a Private Foundation

A donor-advised fund allows you to make gifts over time and invest your charitable dollars without the burden and expense of establishing and maintaining a private or family foundation.

It’s Efficient

We handle the managerial tasks of your fund all for a nominal administrative fee. Hundreds of funds share the costs of administration, allowing for economies of scale.

It’s Personal

Not only may you recommend distributions from your fund to specific charities, you may also designate a successor advisor to it, which is an effective way to engage other family members in charitable activity.

It’s Easy

The necessary paperwork to establish a new fund is straightforward and can be completed in minutes. Recommending grants can be done online. We take care of the paperwork for you.

It’s Up to You

It’s up to you to determine the appropriate level of spending from your donor-advised fund, with none of the burdensome compliance requirements of private foundations. If you are interested in preserving your fund for the long-term, you have the option to adopt our suggested spending rate.

Giving Stories

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The inaugural recipient of the Robert and Roberta Hurd Scholarship Fund, Wyatt recently packed up ...

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Lang and Nini Hatcher

“They were sensationally good parents,” Joe remarked. Lang and Nini will both be remembered fondly ...

Richard levy stands with his wife
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By working hard and being thoughtful with their spending, the pair had everything they needed ...

Madelyn Hornstein
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Madelyn Hornstein

In her role as a Certified Public Accountant, Madelyn Hornstein is often asked for charitable ...

The McCurn Family
Stories January 8, 2021

Judge Neal P. McCurn

Around the time Neal McCurn was considering retirement, he established the McCurn Family Fund, which ...

Matt Wilson with his late wife's parents at Helping Hounds
Stories January 8, 2021

Matt Wilson

After his wife’s sudden death, Matt Wilson set out to continue Kelly’s legacy with help ...

Patrick Wiese stands with his mother in the dugout at CBA
Stories January 8, 2021

Patrick Wiese

Patrick Wiese and his mother, Kathleen, established the Patrick Wiese Foundation Fund after Patrick’s own ...

Jack and Linda Webb with their grandchildren at Green Lakes
Stories January 8, 2021

The Webbs

Both Jack and Linda came from families where giving and helping others was just a ...

Stories July 13, 2021

Go West, Young Wyatt!

The inaugural recipient of the Robert and Roberta Hurd Scholarship Fund, Wyatt recently packed up ...

Oneida Community Mansion House
Stories June 8, 2021

Lang and Nini Hatcher

“They were sensationally good parents,” Joe remarked. Lang and Nini will both be remembered fondly ...

Richard levy stands with his wife
Stories May 26, 2021

Improving Equity with Philanthropy

Giving Voice Spring 2021: Donor Story

Stories May 14, 2021

Ray and Linda Straub

By working hard and being thoughtful with their spending, the pair had everything they needed ...

Madelyn Hornstein
Stories March 4, 2021

Madelyn Hornstein

In her role as a Certified Public Accountant, Madelyn Hornstein is often asked for charitable ...

The McCurn Family
Stories January 8, 2021

Judge Neal P. McCurn

Around the time Neal McCurn was considering retirement, he established the McCurn Family Fund, which ...

Matt Wilson with his late wife's parents at Helping Hounds
Stories January 8, 2021

Matt Wilson

After his wife’s sudden death, Matt Wilson set out to continue Kelly’s legacy with help ...

Patrick Wiese stands with his mother in the dugout at CBA
Stories January 8, 2021

Patrick Wiese

Patrick Wiese and his mother, Kathleen, established the Patrick Wiese Foundation Fund after Patrick’s own ...

Jack and Linda Webb with their grandchildren at Green Lakes
Stories January 8, 2021

The Webbs

Both Jack and Linda came from families where giving and helping others was just a ...

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