We provide a simple, powerful, and highly personal approach to giving. We offer a variety of giving tools to help people achieve their charitable goals. You can give cash, appreciated stocks, real estate, or other assets and receive maximum charitable tax benefits.
Fees & Mimimums:
Donor Advised Funds: Non-Endowed
Minimum Opening Balance $10,000
Minimum Balance $1,000
Administration Fee 2% of earnings
Endowed Funds (Designated & Field of Interest):
Minimum Opening Balance $50,000
Administration Fee 0.4% of the fund balance annually