Giving Fund

A Giving Fund (also called a donor-advised fund) is a flexible, simple and easy way to manage your charitable giving. Think of it as your charitable checkbook. You can make tax-deductible gifts into your Giving Fund, for example, like a deposit into your checking account. Then you can recommend grants over time from your Fund to charitable organizations.

Having a Giving Fund is like having your own charitable foundation but with none of the hassles or costs. And, to make things even better, we do almost all the work!

Compare all TGT Funds

Fund TypeFeesGrowth PotentialPersonal Advisor InvolvementGrant Distribution Speed
Giving$0NoNoImmediate
Growth1% of assetsModest returnNoImmediate
ManagedYes, variesOpen to market gains and lossesYesImmediate
BlendedYes, variesOpen to market gains and lossesNoImmediate

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