Donor advised funds

Personalize your approach to giving

Establishing a donor advised fund is a simple way to help organize your charitable giving. It is a cost-effective alternative to a private or corporate foundation. You can work with our professional staff to suggest ongoing uses for the fund, targeting the issues you care about most. Grant awards are issued to charities in the name of the fund (or anonymously if you prefer). Itís a simple, powerful, and highly personal approach to giving. Click here to tell us about how you would like to use a donor advised fund and one of our staff will be happy to help you finish the process of establishing a fund. 

Stay involved in giving

Donor advised funds are convenient, flexible tools for individuals, families, businesses, or groups that want to be personally involved in suggesting grant awards made possible by their gifts. If you have a range of community interests, you may find that itís an ideal vehicle for fulfilling your charitable wishes. Donor advised funds are typically less costly and easier to administer than other forms of philanthropic giving (such as family or corporate foundations).

Your gift can be combined with others to increase its impact, and you can add to the fund you establish at any time, receiving tax benefits with each new gift. You can establish a fund today and make grant recommendations now or in the future. And if you endow your gift, it becomes a permanent community funding resource.

Private foundation alternative

A donor advised fund at Kern Community Foundation is an excellent alternative to a private foundation, with only a fraction of the administrative responsibilities. You maintain personal involvement and support the causes you care about most while enjoying the favorable tax treatment of a public charity. We take care of investment management, startup costs, grant administration, and reporting. A supporting organization is another possible alternative.

Wondering what to give? Weíre always happy to discuss the most tax-efficient, cost-effective gift options.