We are a charitable advisory that helps investment advisors empower their clients to give more impactfully.
We are a charitable advisory that helps investment advisors empower their clients to give more impactfully.
What is a DAF?
A Donor-Advised Fund, or DAF, is a giving account established at a public charity. DAFs are one of the most popular philanthropic vehicles because they are cost-efficient and easy to manage.
What is a Fiscal Sponsorship?
A Fiscal Sponsorship is an arrangement where a nonprofit organization, known as the fiscal sponsor, provides administrative support and oversight to another individual or group's charitable project or initiative.
Our Other Products
We host a full suite of charitable planning and management products. Such as General Field of Interest Funds, which allow a donor to support a broad category of professionally vetted charitable causes and organizations.
What is a DAF?
A Donor-Advised Fund, or DAF, is a giving account established at a public charity. DAFs are one of the most popular philanthropic vehicles because they are cost-efficient and easy to manage.
What is a Fiscal Sponsorship?
A Fiscal Sponsorship is an arrangement where a nonprofit organization, known as the fiscal sponsor, provides administrative support and oversight to another individual or group's charitable project or initiative.
General Field of Interest Funds
A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.
What is a DAF?
A Donor-Advised Fund, or DAF, is a giving account established at a public charity. DAFs are one of the most popular philanthropic vehicles because they are cost-efficient and easy to manage.
What is a Fiscal Sponsorship?
A Fiscal Sponsorship is an arrangement where a nonprofit organization, known as the fiscal sponsor, provides administrative support and oversight to another individual or group's charitable project or initiative.
What are Field of Interest Funds?
A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.
What is a DAF?
A Donor-Advised Fund, or DAF, is a giving account established at a public charity. DAFs are one of the most popular philanthropic vehicles because they are cost-efficient and easy to manage.
General Field of Interest Funds
A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.
What are Field of Interest Funds?
A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.