Donor-Advised Funds

Streamline Your Charitable Giving

How Donor-Advised Funds Work

OPEN YOUR FUND

DONATE ASSETS

(cash, stocks, bonds, or complex gifts) and receive an immediate tax deduction

RECOMMEND GRANTS

to churches, ministries, schools, or other non-profits at your own pace

Types of Donor-Advised Funds

Giving Fund

The Giving Fund enables you to have a charitable foundation like Aunt Dora to support Christian ministries and other worthy causes.

Learn More

Interest Bearing Fund

Our Interest Bearing Fund is for donors who want to see their donation grow before being distributed. It is low-risk with low-growth. Fees apply.

Actively Managed Fund

Want to see your donation invested for growth? With our Actively Managed Fund, the Trust will facilitate the relationship with our fund managers or enable your personal financial advisor to manage the investments. Fees apply.

Blended Fund

Invest in pooled funds that are passively managed with various risk levels. Fees apply.

Open a Fund

Fund Type	Fees	Growth Potential	Personal Advisor Involvement	Grant Distribution Speed
Giving	$0	No	No	Immediate
Growth	1% of assets	Modest return	No	Immediate
Managed	Yes, varies	Open to market gains and losses	Yes	Immediate
Blended	Yes, varies	Open to market gains and losses	No	Immediate

Ready to Get Started?

Apply for a Fund

GET IN TOUCH

345 Frazier Ave., Unit 205
Chattanooga, TN 37405

423.266.5257

info@thegenerositytrust.org

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