Bringing the Joy of Giving to Millions

Implemented by a cost-effective, donor-advised philanthropic fund. A smarter way to give, better than through a foundation.

  • Flexible & Joyful Giving:  Foundations must distribute 5% of asset value yearly compared to a Donor-Advised Fund that has no minimum  annual giving  requirement. Earnings from your Fund accumulate tax free for later, larger gifting opportunities.
    Flexible Giving Options:
  • Establish an Endowment Fund with set gifts annually

Your donation is also invested on your preferences, so it has the potential to grow, tax-free, while you’re deciding which charities to support.

       First $0.50 Million= 0.60% Annually Paid

$20 Minimum Monthly Charges

  • Next $0.50  Million= .30% Annually Paid Monthly
  • Next $49 Million= .10% Annually Paid Monthly
  • Over $50 Million= 0.01%


  • Gift To Open Donor-Advised Fund, $10,000 with $1,000 Minimum Bal.
  • Gift To Open Sponsor-Advised Fund, $100

Ready to get started!

Establishing your Donor Advised Fund is easy and only takes a few minutes.
All you need is your Social Security number and, a $10,000 minimum donation.

or call us, (949) 251-2010.