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.
Please click here for the "Philanthropy Profile" referenced in your annual statement letter.
Donor Advised Fund
Fees & Minimums
Non-Endowed Funds:
Minimum Opening Balance $10,000
Minimum Balance $1,000
Administration Fee
0%
Endowed Funds
(Designated & Field of Interest):
Minimum Opening Balance
$50,000
Administration Fee
0%
Currently all fund administrative fees are underwritten by the Ocean Reef Foundation.