Private Client
Elevate and enrich
your giving experience
Welcome to the Private Client platform, an exclusive, white-glove experience designed for high-net-worth donors with annual giving budgets above $50,000.
![The Donors' Fund Pedestals](/assets/img/private-client-pedestals.jpg)
![The Donors' Fund Phone](/assets/img/phone-big.png)
Private Account
Concierge- Finance advisor helps maximize your tax strategy
- Personal concierge is dedicated to your mission
- Giving advisor offers ongoing granting support
Private Foundation Switching
We collaborate with your accountants and managers
to seamlessly transition from your private foundation to your new The Donors' Fund account![The Donors' Fund Folder](/assets/img/folder.jpg)
![The Donors' Fund Mobile](/assets/img/mobile-mix.png)
Custom investment portfolio
Exercise greater control with a customized
account to directly access the portfolio and recommend your own trades with investment balances exceeding $250,000Money Managers Welcome
Enable your own team to continue managing your portfolio while taking advantage of our advanced tools.
![The Donors' Fund Bow Tie](/assets/img/bowtie.jpg)
![The Donors' Fund Golden Egg](/assets/img/golden-egg.jpg)
Real Estate & Complex Assets
Contribute real estate, notes, securities, equity stakes, hedge fund assets, cryptocurrencies, collectibles, art, and other assets; get an instant tax deduction at full market value; avoid capital gains taxes on appreciated assets; The Donors' Fund liquidates assets on behalf of your chosen charities.
Upgraded Card & Personalized Certificate
Personalize your giving experience with personalized
certificates (personal, computer, business), get an exclusive Bronze Giving Card, and enjoy zero grantmaking limits.![The Donors' Fund Card and Check](/assets/img/card-check.jpg)