- Finance advisor helps maximize your tax strategy
- Personal concierge is dedicated to your mission
- Giving advisor offers ongoing granting support
Private Foundation Switching
Custom investment portfolio
Exercise greater control with a customized
account to directly access the portfolio
and recommend your own trades with
investment balances exceeding $250,000
Money Managers Welcome
Enable your own team to continue managing your portfolio while taking advantage of our advanced tools.
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 Check
Personalize your giving experience with personalized
checks (personal, computer, business), get an exclusive
Bronze Giving Card, and enjoy zero grantmaking limits.