Donor Advised Funds

Donor advised funds are flexible and convenient, allowing you the opportunity to support the causes you care about whenever you choose. This simple, powerful and highly personal charitable giving fund provides an opportunity to organize and maximize your giving.

"If you have the opportunity to make a difference in the world and in the lives of other people, why wait? The Community Foundation is a wealth of knowledge and a vehicle to make your charitable giving so much easier. We love it!"

- Julie & Jay Jacobi

Benefits of a Donor Advised Fund

Personal

Donor advised funds provide you with the opportunity to take a simple, hands-on approach to giving. You can add to your fund anytime and through our online giving system, Manage My Fund, support the causes you care about 24-7. Thanks to our connections with local nonprofits, the Community Foundation team can help you learn more about needs that match your interests and suggest ways to increase your impact.

Flexible

Our team of charitable giving experts is here to assist you in establishing your donor advised fund to meet your financial and giving goals. We will work alongside you and your professional advisors to consider tax-wise giving opportunities to support your charitable giving fund in ways that best suit you. The Community Foundation can accept gifts of many types, including appreciated securities, real estate, business interests, personal tangible property, retirement plans, life insurance and agricultural assets.

Simple

The Community Foundation handles the administrative details of your donor advised fund so you can immediately experience the joy of giving back. Whether professionally managing your charitable investments or facilitating your gifts and grants – you can be assured that we are here to serve your giving goals.

Collaborative

Through your donor advised fund at the Community Foundation, your entire family can be involved in your charitable giving. Additionally, you have the ability to name future generations to advise your fund and establish a family legacy of giving.

Consider a Donor Advised Fund if You:

  • Are seeking to simplify your giving.

  • Want to manage all your giving from one convenient charitable giving fund.

  • Want to be actively engaged in your giving.

  • Wish to give to multiple organizations and projects throughout the year or over time.

  • Are interested in learning more about local giving opportunities.

  • Want to involve your family or children in your charitable giving.

  • Seek the ability to keep your giving private or anonymous.   

Financial Facts

  • A donor advised fund can be established in any amount and with a variety of asset types. 

  • The ability to combine funds into professionally managed portfolios allows greater diversification of investments and access to investment vehicles that would not be possible for individual funds. 

  • The Community Foundation is about more than transactions; we are about transformation.  While fees collected for funds held at the Community Foundation support the processing of grant checks, accepting and acknowledging donations, completing annual audits and reporting; our fees also make you part of the change we enable in the communities we serve. It's the community convenings, the strategic grantmaking, the donor connections, the facilitated dialogues, the nonprofit trainings and the promotion of charitable giving that ultimately transforms the communities we call home. Thank you for joining us to improve quality of life in your community.  We're simply better together.

  • Click here to view the Community Foundation's administrative fee structure for Donor Advised Funds.