Private foundations and donor-advised funds

Explore what may be best for your charitable goals.

Donor-advised fund, private foundation, or both? Let’s find out.

Check the things that are most important to you:

A combined approach may be right for you.

Private foundations and donor-advised funds have different tax rules and regulations. Using them together can help you maximize your taxes.

A donor-advised fund may be right for you.

A donor-advised fund may provide the improved tax deductions, increased grant flexibility, anonymity, and lower costs you’re looking for.

A private foundation may be right for you.

A private foundation will give you more control over distributions and investments and may be the powerful giving vehicle you need.