Advisors: Partner with Us

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.

By partnering with the DCF, you and your clients benefit from: 

  1. Maximum Tax Benefits
    The DCF is a 501(c)3 registered charity, so gifts qualify for the highest available tax deductions (usually better than creating a private foundation).
  2. Easy Set-up and Administration
    Opening a fund is typically quicker than opening a bank account. We manage all administration and grantmaking, freeing your clients from management and paperwork.
  3. Careful Stewardship
    The DCF is dedicated to building a permanent source of charitable dollars for the community. We strive to maximize growth of capital over time, while minimizing risk and volatility.
  4. Shared Goals
    All of us – you, your clients and we at the DCF – want strong, thriving communities. We partner with professional advisors and their clients to make that a reality. 

Is DCF Right For Your Clients?

Do you have clients who:

  • Care deeply about local and/or global charitable causes?
  • Give to more than one cause?
  • Are interested in creating a personal or family legacy?
  • Are considering creating a private foundation, but concerned about cost and administrative complexity?
  • Would like to stay involved in the use of their gift dollars?
  • Want maximum tax benefits for charitable contributions?
  • Place a priority on the sound financial management of their contributions?

If you answered yes to any of these questions, the DCF may be right for your clients.

Is DCF Right For Your Clients?

Learn as much as you can about the DCF, because it may be a perfect solution for a lot of your clients that they might not have known about. It’s just another tool in the toolbox for providing good services to clients.

– Kevin Baird, Baird Mandalas Brockstedt LLC

Depending on what the client wants to accomplish from a charitable perspective, the DCF has many ways to help them to accomplish their and their family’s charitable goals.

– Cindy Szabo, Morris James

I love DCF as a resource because I know that if I have clients who are interested in philanthropy, I’ve got somebody that does this all the time that I can refer them to, and they’re going to be in good hands

– Michelle Porcino-Wells, Procino-Wells & Woodland Law

Many of my clients have a desire to make a lasting impact on the quality of life in Delaware and make for a better future for its citizens. DCF provides them with important assurance in several ways: its permanence, its attention to Delaware, its continuing attention to the family’s intentions so that they’re not forgotten. This results in providing a family with the benefits of a private foundation, without the cost.

– Chuck Durante, Connolly Gallagher LLP

Still Have Questions?

Contact us to request more information!