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Create a Donor Advised Fund

Contact Us

Rachel Rocco
1.866.843.3722 ext. 4964

Melissa Leite
1.866.843.3722 ext. 3975

Types of Funds


Giving Fund

Legacy Fund

Fund Features

For maximum flexibility with philanthropy. To support long term philanthropy.

Minimum to Open

$5,000 $25,000

Activity Reports


Overhead Allocation

  • Donations less than $1,000: 6% of the value of the donation
  • Donations $1,000 or more: 1.75% of the value of the donation
  • 1.75% on first $500K of the fund balance
  • 1% on all additional funds


None 100% to the fund


Other Services and Fees


Most grant recommendations are usually processed within 10 to 14 business days at no cost to you. There is a fee for domestic grants under $1,000, wire transfers and international grants. A minimum fund balance must be maintained. All grants must be made to qualified donees, as defined by the Canadian Revenue Agency.

International Giving & Fundraising

Through our international grant-making capability, fund advisors can make grant recommendations to U.S. registered charities and pre-approved international charities.


Philanthropic consulting and advisory services are available on a fee for service basis.
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