Donor Advised Fund

Easy and impactful

For individuals and families seeking active involvement in philanthropy, a Donor Advised Fund is a great option. Through your Donor Advised Fund, you can make specific recommendations for grants to nonprofit organizations. You can get a tax-deduction in the year you establish your DAF, then make distributions to the charitable organizations you want to support at your own pace, with support from our knowledgeable and responsive staff. Donor advised giving is typically less costly and easier to administer than other forms of philanthropic giving (such as private foundations).

To establish a Donor Advised Fund or learn more, please contact us by Email or call 707.254.9565 x 13.


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