Executive Donor-Advised Fund

A donor-advised fund is a personal charitable fund that can be opened with a gift of cash, stock, real estate, life insurance or almost any hard-to-value asset. An increasing number of companies are offering donor-advised funds to encourage executive level employees to support the causes they care about.

  • Offering your executives the opportunity to establish donor-advised funds and making it easy for them to do so is a strategy and service that helps your company attract and retain top senior management talent.
  • An executive can grant from the fund or add to the fund at any time. Grants can be made to any 501(c)(3) organization in the U.S., including churches, synagogues or schools.
  • As an even greater incentive for executives, some companies elect to pay the annual administrative fee on the fund for a certain period of time.