Corporate philanthropic accounts

A corporate philanthropic account with us lessens the administrative burden associated with your firm's corporate giving. As a national donor-advised fund, we work with a broad base of corporate donors to consolidate, accrue, and grant assets to charity, making your charitable giving easier.

  • Low all-in fees
  • One tax receipt
  • Due diligence
  • Flexible advising structure

Employee philanthropic accounts

Offer your employees charitable giving accounts through our Employee Philanthropic Account program. Because we understand your organization is unique, please contact us for more details. We are happy to discuss custom pricing, account elements and company benefits.

  • Tax deductions
  • Giving consolidation
  • Legacy options
  • Employee incentive

 

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Maintenance fee may be applied

Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.

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You are eligible for special rates

Our premier clients enjoy reduced pricing to further maximize their impact.

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