DONOR ADVISED DYNAMIC FUNDDONOR ADVISED DYNAMIC FUND

A Donor Advised Dynamic Fund provides an easy flexible way for you to direct your charitable giving to a variety of charities over time while receiving immediate tax benefits. You create the fund without having to name specific charities or causes, and then recommend grants to specific charities at times of your choosing.
  • You effectively bypass the administrative burdens and costs associated with establishing and maintaining a private foundation.
  • Family and friends can participate in grant decisions. You can also name successor advisors, such as your family and future generations, to continue making grant recommendations.
  • Staff can help you clarify your specific giving interest, discuss grantmaking strategies, recommend organizations that match your charitable interst and help monitor progess toward the philanthropic goals you set.
  • You're kept informed of the impact of your fund's grants and giving opoprtunities through ongoing communications and reports.
  • Grants can be made in your name, in honor or memory of a loved one, or anonymously if you choose.
  • Grants of $300 or more can be made at any time, so long as a minimum of $10,000 is maintained in your fund.
Gift Minimum: $10,000

One Donor's Story

The Donors

Members of a family living across the U.S. wanted to create a legacy of family giving in memory of their deceased parents. The siblings and other extended family members established a Donor Advised Dynamic Fund with gifts of cash.

Their Gift

  • The family gathers at holidays and family celebrations to discuss ideas and make grant recommendations. Their goal is to involve every family member and to teach the importance of philanthropy to their children and grandchildren.
  • Each year, family members make additional gifts to the fund.

Their fund has made grants to over 45 charities around the U.S., and has supported youth ministries, homeless shelters, long-term care facilities, Bible translation and food shelves.