Charitable Planning Resources for Advisors

Generosity
Generosity

What is revolutionary, biblical generosity? Find articles, devotionals, and family discussion guides that explore what generosity is and why it changes the world.
Biblical Generosity Lessons
Curated teachings on generosity in the Bible.
Generosity Resources for Families
Tools to build a culture of generosity in your family.
Family Case Studies
See how families like yours practice generosity in their own lives.
Cause Champions
Meet families who have been transformed by championing a cause together.
2024 Annual Report
What does it look like when a family partners with ��?
Impact Reports
Stories and statistics charting our impact, reported every quarter.
Generosity Blog Series
Common questions and misconceptions about generosity in everyday life.
Donor Advised Fund
Donor Advised Fund

Donor advised funds (DAFs) are flexible giving tools your family can use to build habits of generosity together. The fund is a partnership with a sponsor organization and holds your contributions until it is time to send support to your favorite nonprofits.

Learn more about how to use donor advised funds and how to choose a values-aligned sponsor organization:
What is a Donor Advised Fund?
A donor advised fund holds your contributions until it is time to send support to your favorite nonprofits.
How to Set Up a DAF
Set up an account. Make your contribution. Start recommending grants.
Why ��?
A donor advised fund is a partnership. Find a partner that shares your faith and values.
Biblically Responsible Investments
Invest a fund balance in pools that support Christian values.
Alternative Investments
Entrepreneurial opportunities to grow a donor advised fund
Advisor Managed Accounts
Recommend your financial advisor to manage investments for a donor advised fund balance.
Fees and Minimums
Funds cost $0 to open and nothing to maintain. Small fees apply to certain contribution methods and investments. Learn more.
Other Ways to Give
How other charitable giving strategies work together with a donor advised fund.
Asset Giving
Asset Giving

Donor advised funds can accept noncash donations such as real estate, business interests, and other assets. Donating these noncash assets before they are sold can help minimize your taxes to maximize your generosity.
Noncash Asset Giving - Overview
Donate Appreciated Stock
Donate Business Interests
Donate Real Estate
Donate Cryptocurrency
Generosity Calculator
Estimate how much more you could give by donating an asset rather than cash proceeds.
Who We Are
Who We Are

�� is a donor advised fund (DAF) sponsor, but we are more importantly a Christian ministry seeking to build the kingdom of God by inspiring world-changing generosity.
Our Story
Mission, Vision, & Values
Financials & Impact
Board of Directors
Leadership & Team
Statement of Faith
Resources
Resources

Discussion guides, planning tools, and other charitable giving information to serve families, financial advisors, and nonprofits.
Families
Advisors
Nonprofits
Forms for Donors
Blog

Generosity
- Biblical Generosity Lessons
  Curated teachings on generosity in the Bible.
- Generosity Resources for Families
  Tools to build a culture of generosity in your family.
- Family Case Studies
  See how families like yours practice generosity in their own lives.
- Cause Champions
  Meet families who have been transformed by championing a cause together.
- 2024 Annual Report
  What does it look like when a family partners with ��?
- Impact Reports
  Stories and statistics charting our impact, reported every quarter.
- Generosity Blog Series
  Common questions and misconceptions about generosity in everyday life.
Donor Advised Fund
- What is a Donor Advised Fund?
  A donor advised fund holds your contributions until it is time to send support to your favorite nonprofits.
- How to Set Up a DAF
  Set up an account. Make your contribution. Start recommending grants.
- Why ��?
  A donor advised fund is a partnership. Find a partner that shares your faith and values.
- Biblically Responsible Investments
  Invest a fund balance in pools that support Christian values.
- Alternative Investments
  Entrepreneurial opportunities to grow a donor advised fund
- Advisor Managed Accounts
  Recommend your financial advisor to manage investments for a donor advised fund balance.
- Fees and Minimums
  Funds cost $0 to open and nothing to maintain. Small fees apply to certain contribution methods and investments. Learn more.
- Other Ways to Give
  How other charitable giving strategies work together with a donor advised fund.
Asset Giving
- Noncash Asset Giving - Overview
- Donate Appreciated Stock
- Donate Business Interests
- Donate Real Estate
- Donate Cryptocurrency
- Generosity Calculator
  Estimate how much more you could give by donating an asset rather than cash proceeds.
Who We Are
Resources
Blog

Charitable Planning Resources for Advisors

Christian financial advisors stand in a unique position to help their clients steward their resources for God’s kingdom.

a group of financial advisors looking through advisor resources

In an increasingly competitive market, connecting with your clients over the faith and values you share—and how those values can be lived out through wealth management—is one of the best ways to differentiate your practice and support your clients.

Walk with your clients and help them live generously through innovative charitable giving strategies. Expand your client’s vision for what’s possible and get excited with them about the impact they can have for God’s kingdom. These resources will help you and your client understand what charitable tools are available to live out this vision.

Fund Information for Advisors

Everything you need to know about how you can partner with �� to connect more deeply with your clients charitable giving goals and differentiate your practice can be found here.

About �� for Advisors

How Donor Advised Funds Work

DAF Startup Guide

About DAFs for Advisors

About Advisor Managed Accounts with ��

Setting Up Advisor Managed Accounts

Alternative Investments for Donor Advised Funds

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Family Resources for Your Clients

Strengthen your relationship with your client and their family members by creating opportunities for them to discuss their shared values and stewardship goals.