Refer a Friend to Start a Donor-Advised Fund 

At The Generosity Trust (TGT), our mission is to empower Christian generosity, and we want to help you empower your loved ones to live generously as well! 

That’s why beginning October 1, the first five new referrals that convert to a new Donor-Advised Fund (DAF) during the month of October will receive $100 in their fund. The referred individual will also receive $100 in their newly opened fund.

To get started, the referred individual must simply open a Donor-Advised Fund through our online registration form. On the form, simply add the name of the friend who encouraged you to open the fund. Our team will do the rest!

What is a Donor-Advised Fund (DAF)? 

Essentially, a Donor-Advised Fund is a simple, flexible, and tax-efficient way to give to your favorite charities. It’s a helpful tool to simplify your giving so you can experience the joy of generosity without having to deal with the logistical hassles. 

At TGT, we have several types of Donor-Advised Funds, but our most popular is the Giving Fund, which has no fees or minimums. 

We also offer Growth, Managed, and Blended Funds, which come with a range of investment options, including passive and managed accounts. With these funds, donors can continue their relationship with their financial advisor and potentially grow their fund through long-term investing. 

“My wife and I have had a Donor-Advised Fund at The Generosity Trust for many years,” said Bart Rolen, CEO of Southeastern Trust Company. “It’s helped us be really intentional about the way we do our giving.” 

Donor-Advised Funds are one of the fastest-growing charitable giving vehicles in the United States because they are one of the easiest and most tax-efficient ways to give to charity.

“What drew us to TGT is the size and intimacy of it. They have all the tools of a larger firm, but they provide a level of service that other firms can’t provide. If you have any need, you pick up the phone and call them. It’s very simple,” said Rolen. 

 How a Donor-Advised Fund Works 

Increasing your kingdom impact through a Donor-Advised Fund is easy and simple. 

Step 1: Fill out an application and open a Donor-Advised Fund with TGT. 

Step 2: Make a gift into your Donor-Advised Fund. The most common gifts are cash or stock. TGT will send you a receipt for a tax-deductible gift. 

Step 3: Recommend grants to ministries and charities you want to support, all at your own pace. It’s that simple. 

To learn more about our Donor-Advised Funds or open a new fund, click here. We are honored to partner with you as we fulfill our mission of  empowering Christian generosity throughout Chattanooga and beyond.