Your clients with charitable intentions might not realize all the options for strategic giving, or how those options can help them reach their long-term financial goals. The tools on this page equip you with the information you need to explain how you and Donation Tree can make your client’s giving more efficient, effective, and sustainable.
The Grow Your Giving Donor-Advised Fund Advantage
As an IRS-recognized 501(c)(3) organization, Donation Tree serves as the sponsoring charity to provide a turn-key donor-advised solution designed to meet your needs. From a branded online platform to complete charity vetting and grant distribution, our team can implement your program in less than 90 days.
Learn more about donor-advised funds, so you can decide if this increasingly popular giving vehicle is right for you and your clients.
The Tools at Your Disposal:
- Donor-advised fund basics
- Application to open a donor-advised fund account
- How Donation Tree works with you
- Frequently Asked Questions
- Donor-advised fund success stories
Learn the basics of donor-advised funds and how your clients can include strategic charitable giving in their financial planning.