Resources for Professional Advisors
Helpful resources, tools and more that make donor-advised funds easy.
Donor-Advised Fund Toolkit
This toolkit has all the information you and your clients need to set up a donor-advised fund, including donor-advised fund basics, best practices for contributing to donor-advised funds, and tax strategies for charitable giving.
Donor-Advised Funds – Your Charitable Giving Account
How donor-advised funds work.
Why choose a donor-advised fund over a private foundation?
Donor-Advised Fund Agreement (Sample)
This is an example of the form your clients will use to establish a donor-advised fund. Contact firstname.lastname@example.org to receive your custom Donor-Advised Fund Agreement.
Update a Donor-Advised Fund Form
Your clients will use this form to make changes to their fund.
Corporate Donor-Advised Fund Agreement (Sample)
Clients who own businesses can establish a corporate foundation. Contact email@example.com to receive your custom Corporate Donor-Advised Fund Agreement.
Donor-Advised Fund Grant Guidelines
Helpful tips for using a charitable giving account.
Set Up Another Type of Fund
Designated Fund Agreement (Sample)
This is an example of the form your clients will use to establish a designated fund. Contact firstname.lastname@example.org to receive your custom Designated Fund Agreement.
Your clients can establish a fund that provides scholarships to students.
Scholarship Fund Agreement (Sample)
This is an example of the form your clients will use to establish a scholarship fund. Contact email@example.com to receive your custom Scholarship Fund Agreement.
Nonprofit organizations can use agency funds to build long-term assets and serve as a home for reserve funds.
Agency Fund Agreement (Sample)
This an example of the form nonprofit organizations use to establish an agency fund. Contact firstname.lastname@example.org to receive your custom Agency Fund Agreement.
Contributing to a Greater Horizons Fund
Contributing to a Fund
Consider assets beyond cash.
Donate Real Estate Form
Your clients can use this form to donate real estate.
Donate a Privately Held Business Interest Form
Your clients can use this form to donate business interests.
Investments and Financial Advisor Program
Investment Recommendation Form
Your clients can use this form to change their fund’s investments.
Manage Your Clients' Charitable Assets
How our financial advisor investment program works, including steps to get started.
Impact Investment Options
Your clients can use their fund to make impact investments in public or private investment funds.
Tax Strategies for Charitable Giving
Engaging with Your Clients
Charitable Solutions for Your Clients
We offer a comprehensive platform of charitable tools beyond donor-advised funds, and we can help you and your clients explore all options.
Create Your Charitable Legacy
Questions you can ask clients as you help them sustain their charitable legacy through a donor-advised fund.
Use a Charitable Fund Now and Beyond Your Lifetime
Donor-advised funds offer several easy options that allow your clients to give now or later.
Your Philanthropic Legacy
We can help your clients document and accomplish their philanthropic plans now and after their lifetime. Short case studies illustrate the many options available.
Document Your Charitable Legacy
Use this form to help your clients articulate their charitable goals and priorities for giving beyond their lifetimes.
Giving as a Family
Ideas your clients can use to involve multiple generations in their charitable giving.
Your clients can use this toolkit to develop strategies for their giving.
How to Talk Giving
Ideas for starting charitable conversations with your clients.
Advising Across Generations
Download our recommended talking points for discussing donor-advised funds and charitable legacies with your clients.