Donor Advised Funds 2021-04-14T09:20:08-07:00


The ideal Donor Advised Fund

Whittier Trust’s donor-advised fund (DAF) platform offers greater flexibility and fewer restrictions than the typical institutional DAF.

With a Whittier Trust DAF, you can:

  • Name unlimited successor advisors
  • Accepts and holds alternative assets, such as real estate and private equity
  • Wrap your fund in customized supportive services typically only available to foundations
  • Pay less in fees than most community foundations or institutional DAF platforms charge

Depending on a variety of factors (your philanthropic goals, the nature of the assets you want to contribute, and your tax situation), a donor-advised fund can be the perfect alternative, or complement, to a private foundation. We can help you decide if a Whittier Trust donor-advised fund is right for you.

Best of all, we keep it simple. Within a few days we can establish the fund, set up the online interface, and begin to administer it and manage the assets. As always, there are no hidden fees; our one low fee covers asset management, administration and access to our philanthropic services. A simplified process with the same exemplary service you’d expect from Whittier Trust.

Greater flexibility and fewer restrictions than the typical institutional Donor Advised Fund.