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844.666.0808 Apply for account
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Direct Advisory Program

With our Direct Advisory Program, you can recommend a charitable donation to your preferred charity online or over the phone. It is quick and easy.

How it works

Set Up a Direct Advisory Account

Start setting up your account by applying online or downloading an application form from the Forms Section.

Make Initial Contribution

You can make your initial contribution utilizing one of a number of contribution methods.

Grant to Charities

Log in to your account or contact our office to recommend a donation to your preferred charity or charities

Minimums and Fees

Our goal is to maximize charitable giving. That is why we have one of the lowest annual fees and initial contribution requirements of any donor-advised fund program.

Minimums

 
Open a new account
$2,000.00
Additional Contribution
$500.00
Recommendation to Charities
$100.00

Fees

The administration fee is an annual percentage fee that will be applied to your account at the end of each month based on your accounts daily balance, or you will incure a one time annual fee of $100*.
*whichever is greater

First $500,000
0.5% (50 basis points)
Next $500,000
0.4% (40 basis points)
Next $4,000,000
*or $100. Whichever is greater
0.2% (20 basis points)
Note. For balances exceeding $5,000,000, please contact us at 1-844-666-0808

Account Requirements

To create an account, you will need to provide The Donors' Fund with:

Basic contact information, such as name, address, email address and phone number

Begin Application
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