The Donor Advised Fund Option

Assets of a private foundation may be used to establish a donor advised fund, unrestricted fund, field of interest fund, scholarship fund or designated fund.  Depending on the type of fund that is established, the private foundation's Board of Directors often stays involved in setting grant-making priorities, advising on grant awards and assessing grant success.

We are glad to help you and your client explore this option in more detail. If you have questions or want to schedule a meeting, please click here to Contact Us for more information.