Simplicity

  • You can support your favorite charities from one convenient account and write fewer checks.
  • We provide one document with all of your tax information.

Low cost

  • The Program has some of the lowest fees among the largest national donor-advised funds, so you have more money available for your charities.

Tax advantages

  • You receive an immediate tax deduction when you make a contribution to your Program account, even if you haven't decided which charities to support.
  • Contributions invested in the Program's investment pools have the potential to grow.

Solid investment choices

  • The Program's investment pools are composed of mutual funds managed by T. Rowe Price, a world-class investment manager focused on delivering strong returns over time.¹

Convenient account access

  • You can easily access your Program account on our website to:
    - Make grant recommendations
    - Check your account history
    - Recommend changes in investment allocations
    - Research charitable organizations
    - Update account information

Extraordinary service

  • Throughout the year, you will receive quarterly statements, our newsletter, and ongoing charitable giving information.
  • You can also call the donor hotline (1-800-564-1597) to receive assistance from a Program associate to:
    - Transfer securities to your Program account
    - Change allocations among the various investment pools
    - Update account information

Charitable legacy

Cost-effective alternative to foundations

  • You enjoy many of the benefits of a foundation with less expense and paperwork.
  • Assets can be transferred from your foundation to a Program account with no tax consequences.

¹ All investment pools are subject to market risk, including possible loss of principal.