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Who We Are

Established in 1993, ���������ϲ����� (���������ϲ�����) is one of the nation’s largest independent donor-advised fund sponsors. ���������ϲ����� is a mission-motivated organization focused on expanding philanthropy led by a people-driven culture that results in a best-in-class client experience.

What We Do

���������ϲ����� partners with firms and financial advisors in an unbiased manner to expand philanthropic giving through donor-advised funds. At ���������ϲ�����, you can think of a donor-advised fund as a charitable account. We work with financial advisors and their donors to establish and administer ���������ϲ����� donor-advised fund accounts with the goal of increasing the amount granted to our donors’ causes and charities.

This approach affords us the ability to be laser-focused on what we do best: deliver highly personalized service and provide flexibility for our donors’ charitable giving.

Why We Do It

We make an impact together. Our approach and impact on philanthropy are shown below.

• Nearly $7B in assets as of December 31, 2023
• $10.8B in donations since inception
• $1.2B granted in 2023
• $4.9M granted each business day in 2023
• Nearly 32,000 unique charities received grants from ���������ϲ����� in 2023
• 100,786 grants were submitted and paid in 2023

Because our funds are managed by our donors’ financial advisors an additional $3.8 billion in charitable dollars were generated over the last five years.

Let’s make an impact together.

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