Set money aside for charity. Members make charitable contributions to the fund at any time, and because the contributions are an irrevocable donation to the not-for-profit organization that offers the donor-advised fund, they can receive an immediate tax deduction for their contributions.

Invest to increase impact. Once the contributions have been received, they are invested in a modern portfolio of the members' choice. Any investment gains are tax-free and increase your potential philanthropic impact.

Donate to charity in seconds. At any time, you can make a donation recommendation to any of over 1.5 million charities. Once we have confirmed that the organization is approved by the IRS and the donation meets the criteria in our Member Agreement, the recommendation is approved, and the donation is sent to the organization.

Never lose a donation receipt again. At the end of the year, you'll have one receipt for all your charitable contributions, making tax time easier than ever.