Donor Advised Funds The power of giving...simplified
  "What is the use of living, if it not to strive for noble causes and to make this muddled world a better place for those who will live in it after we are gone?" - Winston Churchill

Donor Advised

Take the complications out of giving with one of today's most popular vehicles for charitable estate planning…The Donor Advised Fund, the simplified alternative to a Private Foundation.

Donor Advised Funds are one of the most efficient charitable estate planning tools available to anyone looking to create a legacy of charitable giving that can last for many generations. We have designed a complete, easy to follow process that will guide you along the path to a complete charitable giving solution with all the benefits that this type of Estate Plan can deliver.

Our goals are:

To give you a comprehensive understanding of Charitable Estate Planning using Donor Advised Funds.

Provide a FREE investors kit that you can use to create a personalized charitable giving plan using Donor Advised Funds.

Give you access to top professionals that can answer your Charitable Planning questions in a knowledgeable, professional and timely manner.

We don't represent any particular charities and we are not compensated in any way to push any particular Donor Advised Fund. We are constantly staying up to date on the products available in the marketplace and look to match the best product that accomplishes the potential donor(s) needs.

You will find an abundance of information on Donor Advised Funds on this site. At any time you can click on the link to additional FREE Information on Donor Advised Funds. Complete the online form and we will send you a complete investors kit including application and transfer forms so you can review additional details on this amazing product. We think you'll be amazed when you see what this type of estate planning can do for you, your family and the charity(ies) of your choice.

Donor Advised Funds are our specialty. We are happy to offer this information free of cost or obligation. We are here to help, so go ahead and contact us today. You'll be glad you did.


The information contained on this site is for educational purposes only. It is not intended to be professional tax or legal advice; consult the appropriate professional regarding your specific situations.

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