The Donor Advised Fund

The Fund you create today can continue into the future

Many donors enjoy the flexibility of Donor Advised Funds. These funds permit the donor to make gift recommendations that may be paid from both income and principal and provide the ability to distribute up to the entire fund balance.

You may remember the Donor Advised Fund as a beneficiary of your long-range financial plans. Contributions may be made through your will, trust or beneficiary designation of your retirement plans or life insurance policies.

How you name your Donor Advised Fund is also your choice. You can have your name on it, honor a loved one's name, or select a name that allows anonymity. It's up to you.

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