About Donor-Advised Funds

You can make contributions to the fund whenever you wish, recommend grants whenever you wish and to any qualifying nonprofit. You will receive an immediate income tax deduction each time you add assets.

Excellence handles all the investment, administrative and grant-making work and complies with IRS guidelines.

Minimum to open a donor-advised fund: $100,000.

When to choose a Donor-Advised Fund

Donor-advised funds are an innovative and flexible method of giving. They include the exciting option of an Incubator Fund. You can choose how involved you wish to be. Unlike private foundations (required to distribute 5% annually), there are no minimum distribution requirements, so you can let the fund grow until you are ready to recommend grants.

You may name children or other family members as advisors to carry on a tradition of family philanthropy, and after the passing of the last fund advisor, donor-advised funds preserve your name and legacy as field of interest funds that support your favorite causes forever or address a broad range of needs through support of the General Fund.