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.
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
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 Certificate
Personalize your giving experience with personalized certificates (personal, computer, business), get an exclusive Bronze Giving Card, and enjoy zero grantmaking limits.
