Donor-Advised Funds
Streamline Your Charitable Giving
How Donor-Advised Funds Work
OPEN YOUR FUND
DONATE ASSETS
(cash, stocks, bonds, or complex gifts) and receive an immediate tax deduction
RECOMMEND GRANTS
to churches, ministries, schools, or other non-profits at your own pace
Types of Donor-Advised Funds
Giving Fund
The Giving Fund enables you to have a charitable foundation like Aunt Dora to support Christian ministries and other worthy causes.
Interest Bearing Fund
Our Interest Bearing Fund is for donors who want to see their donation grow before being distributed. It is low-risk with low-growth. Fees apply.
Actively Managed Fund
Want to see your donation invested for growth? With our Actively Managed Fund, the Trust will facilitate the relationship with our fund managers or enable your personal financial advisor to manage the investments. Fees apply.
Blended Fund
Invest in pooled funds that are passively managed with various risk levels. Fees apply.
| Fund Type | Fees | Growth Potential | Personal Advisor Involvement | Grant Distribution Speed |
|---|---|---|---|---|
| Giving | $0 | No | No | Immediate |
| Growth | 1% of assets | Modest return | No | Immediate |
| Managed | Yes, varies | Open to market gains and losses | Yes | Immediate |
| Blended | Yes, varies | Open to market gains and losses | No | Immediate |
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345 Frazier Ave., Unit 205
Chattanooga, TN 37405
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