Fund-Advisor
Forms & Documents
Donor-Advised Fund Documents
Here are the essential forms and documents Fund Advisors need to administer their donor-advised funds.
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Learn More About Our Giving Philosophy
- Do you need a financial advisor to open a DAF?
There are often misconceptions about donor-advised funds, but we’re here to answer any questions and assist you on your giving journey! One such question we receive is if having a financial advisor is necessary to open a donor-advised fund. The short answer is no, it’s not required to have a financial advisor to open a… Read more: Do you need a financial advisor to open a DAF? - Three myths about donor-advised funds
Donor-advised funds make giving easy, efficient, effective and flexible. It’s the equivalent of having your own foundation and is helpful for anyone who gives more than once per year to multiple charitable organizations. Because of all these perks, there’s a lot of talk about DAFs – almost like they’re too good to be true. We… Read more: Three myths about donor-advised funds - Your guide to donating appreciated stocks
Because of their flexibility, donor-advised funds are a great way to give strategically, generously and impactfully. For example, did you know you can fund your donor-advised fund account with non-cash assets? As we head into a new year, now is a great time to review our process when giving these assets, specifically appreciated stocks. What… Read more: Your guide to donating appreciated stocks