Help Your Clients Achieve their Charitable Goals
The DCF helps professional advisors help their clients achieve their charitable goals, maximizing both tax advantages and philanthropic impact as part of their overall financial planning. Our team members are skilled in working with donors who have complex charitable objectives and planning needs.
The DCF is a 501c3 nonprofit organization that partners with financial advisors to help their charitably inclined clients give with lasting impact. Contact us at 302.571.8004 or [email protected].
Tax-Advantaged Ways To Give
Savvy donors may be best to give non-cash gifts, such as stocks, real estate, life insurance, art, crypto and other illiquid assets.
Alternates To Trusts & Private Foundations
Private foundations and trusts can be expensive and require work. See if a donor advised fund is a better option.
Scholarships, DAFS & Other Funds
Your clients can achieve their financial and charitable goals through different types of funds.
See how your clients can power up their charitable giving through an endowed fund.
HELP YOUR CORPORATE & BUSINESS CLIENTS GIVE
From small companies to large corporations, the DCF helps many businesses make the most of their charitable giving.
TESTIMONIALS FROM ADVISORS
We partner with dozens of financial advisors to help them help their clients. See what they’re saying about working with the DCF.
Estate Planning & Legacy Gifts
Help clients protect their financial stability, provide for loved ones and give generously through planned gifts.
QUALIFIED CHARITABLE DISTRIBUTION FAQ
A QCD allows people 70 ½ or older to donate up to $100,000 to charity directly from an IRA.
ABOUT DCF INVESTMENTS
Learn about our pools, strategies, investment policy and fees, and learn about our partnership with SEI.
JOIN THE CHARITABLE PARTNERS PROGRAM
Manage your client relationships and all donated assets, while we become the charitable arm of your team.