Donor Advised Funds
A simple, powerful and highly personal approach to giving – a charitable checkbook
Creating a Donor Advised Fund
Creating a donor advised fund provides you with a simple, powerful and highly personal approach to giving – a charitable checkbook. This option allows you to remain actively involved in suggesting uses for your gift. You can recommend grants to charities you wish to support, at your own convenience. You may also choose to work with our staff to identify nonprofits that are particularly effective in addressing the issues that are important to you.
Fundholder Stories
- Spreading Hope and Help One Child at a Time: Because One Matters
Out of tragedy in her own life, Andrea Barclay found a new calling. In 1990, Andrea lost her four-month-old daughter to Sudden Infant Death… Read more: Spreading Hope and Help One Child at a Time: Because One Matters - Stewarding the Future: Adam Wilson’s Dream for the Professional Advisors Network
Since childhood, giving has been an important part of Adam Wilson’s life. As a financial planner, he’s committed to helping others build their philanthropic… Read more: Stewarding the Future: Adam Wilson’s Dream for the Professional Advisors Network - CFNEG Impact Investing: Changing Lives One Loan at a Time
Over 50 countries are represented in Clarkston, Georgia, a small city with approximately 14,000 residents. Many of these residents are refugees from their home… Read more: CFNEG Impact Investing: Changing Lives One Loan at a Time