The Donors Fund

Core Benefits

DAFs at a glance

Instant tax deductions

Retain granting control

Flawless, unified receipts

Retain your anonymity

No distribution minimums

No accounting/legal fees

No 501(c)(3) verification

Write off up to 60% of income

Deduct donated assets at fair market value

Learn more about DAFs

Highlights

Giving Features

Give Without Limits

No grant minimums enables you to support more causes
Giving Cards

Get a personalized card to swipe at any charity with security and traceability.
Certificates

Order certificates in custom denominations and track each check's status in real time
Bank-Like Portal

Log in anytime to securely make and schedule one-time or recurring grants
ChariData^TM

Research charities' financials and activities to get proprietary insights and make more strategic grants
Mobile App

Manage your giving and your account from any smart device
Contactless QR Codes

Charities print QR codes on their materials, and donors scan with their smartphone to make instant, contactless grants

Management Features

Legacy Planning
Leave an impact that
lasts beyond your lifetime
- Succession Plans
  Transfer granting rights to one or multiple successors
- Endowment Plans
  Endow remaining funds to one or multiple charities
Flexible Deposits
Fund your account in many ways
- Checks
- Direct Deposit via ACH
- Wire Transfers
- Stocks & Securities
  
  Including mutual fund shares and bonds
- Real & Collectible Assets
  
  Residential and commercial real estate
  
  Artworks and jewelry
  
  Collectibles and automobiles
- Business & Private Interests
  
  Corporate stocks, private equity, and more
- 3rd-Party Donor Advised Fund
  
  Transfer funds from your existing DAF to your new Giving Account
Mobile App
Oversee your pocket, from your pocket

All the power of your online account, now at your fingertips in real time.
- Check balances, activity and documentation
- Make deposits, grants and account upgrades

Growth Giving ^TM

Investment options to grow your funds and impact

Choose from our carefully selected investments portfolios, all managed by the world's leading financial institutions.

Investments managed at your direction
Grow charitable funds while deciding on charities
Multiple portfolios and risk profiles available
Appreciation is tax-free and 100% grant-able

Portfolios Overview

Private Client Suite

Even more power for
more sizeable donors

Want to donate securities or real estate assets? Need to transition from a private foundation?

As your charitable activities grow, we help your administrative activities shrink. That's how you stay Free to give ^TM.

Private Client features

Fees reimagined

How do we set
your giving free?

Donors

No tier-based rates.

No hidden fees.

No transaction fees.

Just simple, free giving.

^$0

Minimum
Deposit

0^%

APR

^$0

Annual Fee

Charities

Processing fees

Online Grants

Free
QR Codes

2.9%
Charity Website

2.9%
Campaign Connect

2.9%
Certificates

2.9%
Giving Card

2.9%
Grant Request

2.9%

How It Works

Give right now,
or at the right moment.

Step 1: Deposit

Transfer funds, enjoy tools

Open a free giving account in minutes
Contribute funds or most other assets
Qualify for a full, immediate tax deduction
Track contributions and grants online

Step 2: Invest

Grow assets, shrink taxation

Advise how your funds should be invested
The Donors' Fund stewards all investments with great care
Growth is tax-free, enabling greater impact
Assets may be assigned to advisors or others

Step 3: Grant

Realize vision, escape burdens

Discover charities aligned with your passions
Recommend grants through The Donor's Fund's many tools
The Donor's Fund verifies 501(c)(3) status and executes grants
Access documentation and reports on demand

Step 4: Eternalize

Create legacy, give forever

Build out your succession or endowment plan
Evolve your plan as your charitable assets grow
Enjoy 1:1 guidance to rally family around plan
Leave a legacy of giving to the next generation

Lift Off

Lose the burdens,
gain the freedom

Speak with a concierge