We are a charitable advisory that helps investment advisors empower their clients to give more impactfully.
We are a charitable advisory that helps investment advisors empower their clients to give more impactfully.
What is a DAF?
A Donor-Advised Fund (DAF) is a giving account that is one of the most popular philanthropic vehicles because it is easy to manage and cost efficient.
What is a Fiscal Sponsorship?
A Fiscal Sponsorship is a formal arrangement in which a 501(c)(3) public charity enables an organization that may lack exempt status to seek tax-deductible donations under the sponsor's exempt status.
Our Other Products
We host a full suite of charitable planning and management products. Such as General Field of Interest Funds, which allow a donor to support a broad category of professionally vetted charitable causes and organizations.
What is a DAF?
A Donor-Advised Fund (DAF) is a giving account that is one of the most popular philanthropic vehicles because it is easy to manage and cost efficient.
What is a Fiscal Sponsorship?
A Fiscal Sponsorship is a formal arrangement in which a 501(c)(3) public charity enables an organization that may lack exempt status to seek tax-deductible donations under the sponsor's exempt status.
General Field of Interest Funds
A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.
What is a DAF?
A Donor-Advised Fund (DAF) is a giving account that is one of the most popular philanthropic vehicles because it is easy to manage and cost efficient.
What is a Fiscal Sponsorship?
A Fiscal Sponsorship is a formal arrangement in which a 501(c)(3) public charity enables an organization that may lack exempt status to seek tax-deductible donations under the sponsor's exempt status.
What are Field of Interest Funds?
A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.
What is a DAF?
A Donor-Advised Fund (DAF) is a giving account that is one of the most popular philanthropic vehicles because it is easy to manage and cost efficient.
General Field of Interest Funds
A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.
What are Field of Interest Funds?
A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.
