Donor-Advised Funds

Donor-Advised Funds Make Giving Easy

A donor-advised fund is a simple way to support causes you love and create a legacy of generosity in your family.

  • Donor-advised funds are the fastest growing means of charitable giving today.
  • Create a donor-advised fund with a gift of $2,500 or more.
  • The Foundation can accept non-traditional gifts, including real estate, business interests, and life insurance policies.



If you want to create a lasting legacy, build a culture of generosity within your family, or simply fund the many charities you care about, talk to the Presbyterian Foundation about the flexibility and simplicity of a donor-advised fund.

Donor-advised funds are the fastest growing means of charitable giving today, offering immediate tax advantages, simplified record-keeping, and flexibility in choosing beneficiaries and investment options. They function like a Family Foundation, offering opportunities to engage your whole family in philanthropic decisions and teach your children to live generously.

Manage your donor-advised fund with just a few clicks from our Online Portal: recommend grants, add to your fund, track giving history, and change the way your fund is invested.

Fees

The administrative fee covers the basic costs of operating a donor advised fund, including such items as systems, staff, processing and other basic operating costs. The fee operates on a percentage based tier model. A annual fee of 0.90% is applied to balances up to $500,000. Any amounts over $500,000 are subject to an annual fee of 0.75%. Fees are processed on a monthly basis as applied to the prior month’s closing value. There are also investment fees associated with Donor Advised Funds. Please see the program guide for a full explanation.