Donor Advised Funds
We have a distinct team dedicated to the needs of donor advised fund sponsor organizations and individual donors. Whether you are seeking a turnkey solution or a specific set of services, we provide our clients with the ability to design a program that fits their needs.
Want to learn more?
Contact us today and we will connect you with an expert advisor who can tell you more about Donor Advised Funds.
Solutions
- Donor Recordkeeping
- Investment Management
- Gift Administration
- Grant Processing
- Organization-branded Online Donor Portal
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How can we help?
Discover how our products and services can help you. Complete the contact form and we’ll connect you with one of our experts.