Establish a Donor Advised Fund

Would you like to be directly engaged in the process of deciding what causes and which institutions will receive your support? Donor Advised Funds operate much like private foundations, but without the administrative burdens or paperwork. Here are some of the advantages:

• Contribute when you need to and receive an immediate income tax deduction;
• Enjoy a quick and easy set-up with a $10,000 minimum initial gift; 
• Make unlimited grants at your convenience to any qualified charity in the United States or abroad;
• Explore our many philanthropic services;
• Take advantage of on-line fund account access and grant distribution through the secure Advisor Xpress system;
• Select anonymity on a grant-by-grant basis, or for all of your activities;
• Benefit from professional investment management through the Fund for the 21st Century;
• Involve your children and other relatives through multi-generational capabilities that make Donor Advised Funds an efficient and meaningful vehicle for your family’s philanthropy; and
• Take advantage of the fact that we can accept a wide variety of gifts, including complex assets

Gifts to a Donor Advised Fund can be made during life through a number of vehicles or by bequest or another planned gift.

To open a Donor Advised Fund:

Download a PDF of the Donor Advised Fund Agreement.

For more information, please email our Director of Development or call (617) 338-1218.