Donor Advised Fund sponsoring charity

Donor Advised Fund sponsoring charity

Forum topic posted in Forum on 9 September 2014| 2 comments
audience: | last updated: 9 September 2014
Print
||
Rate:
3 posts / 0 new
Last post
Offline
Joined: 02/09/2005
Points: 0
I am aware that Renaissance has a foundation that can be used as a platform for a charity that wants to establish a branded Donor Advised Fund. Are there other organizations that provide similar service? Thank you Robert Constantine

Add comment

Login or register to post comments

Comments

joelsteam's picture
Offline
Joined: 07/17/2014
Points: 0
Re: Donor Advised Fund sponsoring charity

Robert,

We have a new White-Label Donor Advised Program and I'd be happy to speak with you about it. Many charitable organizations have begun using our platform to add another tool in their toolkit when soliciting their donor base. The program is very easy to establish and there are no ongoing fees for the sponsoring organization.

Thanks and I look forward to speaking with you!

Sincerely,

Joel T. Fink
The Zolet Lenet Group
at Morgan Stanley

Joel T. Fink, CFP®, CRPS®
CERTIFIED FINANCIAL PLANNER (TM)
Chartered Retirement Plans Specialist (SM)
Financial Advisor, Financial Planning Specialist
The Zolet Lenet Group
at Morgan Stanley Wealth Management
Dir Phone (410) 494-8356
joel.t.fink@morganstanley.com

www.morganstanleyfa.com/zoletlenetgroup
www.linkedin.com/in/joelfink

Lee Hoffman's picture
Online
Joined: 05/23/2003
Points: 4490
Re: Donor Advised Fund sponsoring charity

I believe you are correct. Give Greg Baker a call at Renaissance. There are a few organizations that will "private label" a donor advised fund for you. And this is the fastest and best way to join the crowd that are implementing this very popular donor giving option. Don't forget to solicit your current donors that currently have donor advised funds elsewhere. A grant is a grant, and it will help you achieve your fundraising goals.

7520 Rates: November 2.4% October 2.2% September 2.4%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry

 

Forums