A charitable organization can utilize a Donor-Advised Fund for professional investment management expertise, while designating certain funds for different projects. Donations may be contributed from individual donors to support a particular project and, when funds are needed, the Donor-Advised Fund will distribute funds back to the charitable organization.


  • Cost effective and easy to set up with a simple application
  • Flexibility with naming the account (e.g., The Save the Wildlife Project Fund)
  • We handle the record keeping and administrative work and send acknowledgement letters to Donors for their gift
  • Grants can easily be made with online gifting
  • Separate certain donations for a project within a charitable organization
  • Professional investment management from Eaton Vance, whose history dates to 1924

To learn more, please contact Charitable Marketing at 800-836-2414.

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