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Donor Advised Funds

​The smarter way to maximize the impact of your giving.
 

ITF Donor Advised Funds provide an efficient and cost-effective solution for philanthropists of all sizes to give back while maintaining flexibility. We offer a simple way for you to manage your charitable donations, with customizable options for investment and giving. Our services are designed to fit your needs, providing hands-on support when required, and offering innovative strategies to grow your assets and amplify the positive impact you wish to create.

Key Benefits of ITF Donor Advised Funds

Donated assets grow tax free in your account.
Avoid the hassle and expense of setting up a private foundation.
Increase your philanthropic impact by investing your assets for growth. 
Receive a tax deduction when you donate funds to your account, and choose your grantees when you’re ready.

Why Choose ITF's DAFs?

At ITF, we make charitable giving easier, more impactful, and tailored to your personal or organizational objectives. By partnering with us, you join a community of like-minded individuals who are making a difference in the world through strategic giving.

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For more information on our Donor Advised Funds, please reach out to our team or explore the various investment options available to you.

Let ITF’s experienced staff and personalized services take care of all the technical, administrative, legal, and tax issues related to the charitable work you want to do.

Interested in bringing your wealth manager with you to ITF for consistency across your investment accounts? Ask about our premium Alliance Relationship program.

Access our innovative Agency Loan Fund, a bespoke impact investment vehicle that combines mission with a competitive risk-adjusted return.

Get creative about your giving by tapping into our breadth of investment options, personalized service, and flexibility.

Our Family of Funds

FUND TYPE

MINIMUM    INITAL GIFT

FEE

WHO IT'S FOR

HOW THIS FUND MEETS YOUR GIVING GOALS

Classic Donor Advised Funds

$5,000

1%

Individuals and families seeking to maximize tax benefits and plan their giving

Our Donor Advised Fund program offers the flexibility to give wherever you want, at your own pace, while giving back to the place you call home. Unlike commercial DAF providers, our fund fees support BKO's work to strengthen local communities.

Corporate Advised Fund

$5,000

1%

Companies and small businesses who want to engage their employees to make an impact on their community

Corporate Advised Funds empower businesses to give back to the charities and causes they care about. Increase your company’s impact in the community while knowing that all fees are invested in Brooklyn nonprofits working for racial justice.

Giving Circles

Flexible

5%

Groups of friends or like-minded individuals looking to amplify their impact by giving together

Pool your resources as a group to make high impact grants to organizations and causes you care most about. Like the charitable version of a book club, how you organize your goals and your group’s structure is up to you.

Memorial & Tribute Funds

No Minimum

$250 or 1% (for funds over $25K)

Anyone looking to honor the memory or legacy of a loved one, or celebrate a life milestone

Memorial & Tribute Funds can help you honor the legacy of a loved one, or commemorate a life milestone such as a wedding, bar or bat mitzvah, the birth of a child, and more. You will also have an individual donation page that you can share with family and friends.

Endowed Funds

$250,000

1%

Anyone looking to champion a specific cause in perpetuity

Endowed Funds offer an efficient way to support the causes you care most about, for the long-term. You can continue your legacy and impact on the community, with minimal setup and administration.

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