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.
- Donor Recordkeeping
- Investment Management
- Gift Administration
- Grant Processing
- Organization-branded Online Donor Portal
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.