Giving back starts at the top

Provide senior leaders with a tax-advantaged donor-advised fund.
GIVE

Both the executive and the company can deposit tax-deductible gifts into the account
GROW

Executives can invest the balance of their account for tax-free growth
GRANT

Executives can send grants to charity at any time
Reduce Payroll Taxes
Corporate contributions to executive accounts are not imputed income.
Avoid capital gains taxes
Executives can contribute appreciated corporate stock to fund their account – helping to avoid capital gains taxes.
Zero Fees
Grants from executive accounts are sent to charity with 0% transaction fees.
Total privacy
Admins are unable to see which nonprofits individual executives support.

Solutions for companies

Executives can defer a portion of their annual bonus into their account.

Provide executives with nonprofit board service stipends.

Provide executives with charitable budgets to support client events.

Run customized executive programs with higher gift and match limits.

Family accounts

Executives can add their spouses and children to their account with customizable granting privileges.

*Coming soon

Resource: Donor-advised fund as a benefit

Here’s a comprehensive guide to why you should consider providing a DAF as a benefit.