Donor Advised Fund

A Simpler, More Structured Approach to Charitable Giving.

Flexible, Tax-efficient Way to Organize Your Charitable Giving

For individuals and families who give regularly, a donor advised fund can provide a more organized and efficient way to support the causes that matter most.

Mission Management & Trust Co. offers donor advised fund access through a joint partnership with American Gift Fund, an independent 501(c)(3) public charity sponsoring a donor advised fund program.

Through this partnership, clients can establish a charitable giving account, make irrevocable charitable contributions, recommend grants to qualified public charities, and involve their trusted advisory team in the process.

Mission Management and Trust Co. Part of the Notre Dame FCU Family.
The American Gift Fund Logo with tagline
DISCUSS YOUR GIVING STRATEGY

What is a Donor Advised Fund?

A donor advised fund is a charitable giving vehicle that allows you to contribute assets to a fund established for charitable purposes. You may then recommend grants from the fund to qualified 501(c)(3) public charities over time.

For many donors, a donor advised fund can help simplify annual giving, support long-term philanthropic goals, and create a structure for family charitable planning.

How It Works

Donation Jar filled with coins
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    Establish your fund

    Complete the account opening process and select a name for your fund, such as a family charitable fund or legacy giving fund.

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    Make a charitable contribution

    Contribute eligible assets to the donor advised fund. Contributions are irrevocable and are intended for charitable purposes.

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    Recommend an investment approach

    Work with your advisory team to select an investment strategy aligned with your charitable goals and time horizon.

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    Recommend grants

    Use the American Gift Fund online portal to recommend grants to qualified 501(c)(3) public charities.

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    Plan for continuity

    Name successor advisors or charitable beneficiaries to help carry your giving priorities forward.

Benefits of Donor Advised Funds

A donor advised fund can make charitable giving more organized, efficient, and intentional for donors, families, and receiving nonprofits. Instead of managing separate gifts, receipts, and grant decisions throughout the year, donors can use one charitable account to support multiple qualified organizations over time.

Simplified
Giving

Organize your charitable giving through one account rather than managing separate gifts, records, and receipt.

Administrative
Support

We handle grant reviews, recordkeeping, reporting, and charitable administration.

Flexible
Grantmaking

Support qualified charities of your choice when you want with the option of remaining anonymous.

Maximum
Deduction

Contributions to a donor advised fund may qualify for the highest charitable deduction allowed for gifts to a public charity.

Online
Tools

Online donor portal to research charities, recommend grants, view grant history, and access contribution records.

Legacy
Planning

Name successor advisors or charitable beneficiaries to help preserve your charitable intentions for years to come.

Who May Benefit

The Donor Advised Fund may be appropriate for:

  • Current Mission Management & Trust Co. clients interested in incorporating charitable giving into their wealth, estate, or legacy planning
  • Individuals and families seeking a more structured approach to charitable giving
  • Dioceses, faith-based organizations, and secular nonprofits looking for a cost-conscious alternative to independent administration
  • Attorneys and financial advisors helping clients evaluate charitable giving options as part of a broader planning strategy
St Mary's Basilica, Phoenix Arizona

Mission and American Gift Fund Relationship

Mission Management & Trust Co. works with American Gift Fund to provide clients with access to a donor advised fund platform that supports organized, purposeful giving.

American Gift Fund provides the donor advised fund program, online donor portal, grant review process, charitable administration, contribution records, and reporting.

Mission remains involved as part of your trusted advisory relationship, helping you think through how charitable giving fits within your broader financial, estate, and family planning objectives.

Additional Information

One Sheet

Download a concise overview of the Charitable Giving Fund, including key benefits, structure, and considerations.

Article

Visit our blog to learn how the Charitable Giving Fund can simplify administration and support long-term philanthropic planning.

Discuss Whether the Fund Fits Your Giving Strategy

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