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Donor Advised Funds

A flexible way to organize your charitable giving and support the causes that matter most to you.

A SIMPLE WAY TO MAKE A LASTING DIFFERENCE

Give. Grow. Grant.

A donor advised fund gives you the flexibility to support the causes you care about, today and for years to come.

GIVE

Contribute to your fund

Make a charitable gift of cash, securities or other assets. Receive applicable charitable tax benefits.

GROW

Build your charitable resources

Your gift is invested and managed to help your fund grow over time. We handle the details so your generosity can go further.

GRANT

Recommend grants

Recommend grants to qualified charitable organizations. Support the causes and community you care about most.


Donor Advised Funds at a Glance

Key details about establishing and managing your donor advised fund.

Minimum to Establish
$10,000
Fund Options
Endowed or Non-Endowed
Grantmaking
Recommend grants to eligible charitable organizations
Additional Contributions
Add to your fund at any time
Successor Advisors
Name successor advisors to continue your charitable giving
Administration
Subject to CFH's current fee schedule

Endowed or Non-Endowed?

Choose the fund structure that best aligns with your charitable goals.

Endowed
Designed to create a permanent source of charitable support. The fund is invested for long-term growth and annual grantmaking is based on the Foundation's spending policy.
Non-Endowed
Designed for greater flexibility. Contributions, investment earnings and principal may be available for grantmaking over time.

Give in the Way That Works for You

A donor advised fund can be established or added to with a variety of charitable assets, including:

Cash

Make a charitable contribution by check or electronic transfer.

Stocks & Securities

Contribute appreciated securities and other eligible investments.

Real Estate

Explore gifts of eligible residential, commercial or other real property.

Business & Other Complex Assets

Explore gifts of privately held business interests and other complex assets.

Have another type of asset in mind? Contact us to explore your options.

*Acceptance of non-cash and complex assets is subject to Community Foundation of Henderson gift acceptance policies and review.


Your Giving. Your Community. Your Foundation.

Get the convenience of a donor advised fund with the personal service and local knowledge of your community foundation.

Local Knowledge & Personal Service

Work directly with people who know Henderson, its nonprofits and the needs and opportunities in our community.

More Ways to Give

We can work with you and your professional advisors to explore gifts beyond cash, including appreciated securities, real estate and other assets.*

Simple Administration

We handle the administration, recordkeeping, due diligence and grant processing so you can focus on your charitable goals.

Your Giving. Your Community.

Your fund is administered right here in Henderson by a local community foundation dedicated to strengthening our community for generations.

*Acceptance of non-cash and complex assets is subject to Community Foundation of Henderson gift acceptance policies and review.


Compare Your Options

See how a donor advised fund at the Community Foundation of Henderson compares with other approaches to charitable giving.

CFH Donor
Advised Fund
Private
Foundation
Simple to establish without creating a separate charitable organization
No separate annual tax return for the individual fund
No required annual grant distribution* 5% minimum distribution generally applies
Foundation handles grant administration and nonprofit due diligence Managed by foundation
Foundation handles investment and administrative oversight Managed by foundation
Option to recommend grants anonymously Limited privacy
Personalized support from a local team Must arrange separately
Local knowledge of Henderson's needs, nonprofits and opportunities
Support identifying and evaluating charitable organizations Self-managed
Ability to consider gifts of complex assets**
Opportunity to involve family and successor advisors
Administrative fees support a community-based charitable organization

*Donor advised funds are not subject to the federal annual minimum distribution requirement that generally applies to private foundations. Endowed CFH funds remain subject to the Foundation's spending policy.

**Acceptance of non-cash and complex assets is subject to Community Foundation of Henderson gift acceptance policies and review.


Log in to the Fund Advisor Portal to view your fund and recommend grants.


Ready to Start a Fund?

Let’s talk about your charitable goals and whether a donor advised fund is right for you.

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