Donor-Advised Funds

Equity's donor-advised funds provide individuals, couples, families, and groups with an efficient, effective, and flexible mechanism for making charitable contributions, specifically tailored to their wishes. You may wish to create an endowment fund, which provides a permanent source for granting and supporting your philanthropic ideals, or a granting fund, which can be used immediately to support organizations of interest to you. All organizations that receive distributions from donor advised funds must have 501(c)(3) tax status.

A donor-advised fund can be created with a contribution of as little as $5,000. At your direction, these funds will be invested in either a moderate- or aggressive-growth vehicle, and all earnings accrued by the investment will be returned directly to your fund. In return, rather than charge an administrative fee as most foundations do, we ask that donor-advisors voluntarily contribute to Equity's general operating fund. Granting funds may be used for immediate granting, while endowment funds can be used for granting upon reaching a balance of $50,000.