Donor-Advised Funds

streamline your charitable giving

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.

Growth Fund

Our Growth Fund is for donors who want to see their donation grow before being distributed. It is low-risk with low-growth. Fees apply.

Managed Funds

Want to see your donation invested for growth? With our Managed Funds, 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.

Open a Fund

How Donor-Advised Funds Work

"

1. Open Your Fund

"

2. Donate assets (cash, stocks, bonds, or complex gifts) and receive an immediate tax deduction

3. Recommend grants to churches, ministries, schools, or other non-profits at your own pace

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

Ready to get started?

Apply For A Fund

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345 Frazier Ave., Unit 205
Chattanooga, TN 37405

423.266.5257

info@thegenerositytrust.org

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