Innovative Donor Advised Funds was founded on the belief that supporting advisors and donors with their charitable giving strategies through a simplified, lower cost, and transparent service improves outcomes for all stakeholders.

We are a Tax-Exempt, 501( c)(3) Non-Profit that provides Donor Advised Funds services.

Financial Advisors that provide charitable planning services for their clientele.

Innovative Donor Advised Funds is a non-profit organization that works closely with financial advisors to implement charitable giving strategies which involve donor advised funds.

Service Highlights

• Low Cost, Transaction Based, Flat Fee Pricing.

• All investment accounts assigned to donors are established at third party custodians, segregated, and managed by the financial advisor of the donor’s choice. Innovative does not offer investment management services.

• No disruption to the financial advisor – donor relationship as we act in a supporting role only. Financial advisors are never in the dark when it comes to their donors account and the transaction being processed.

• Flexible advisor service fee billing options.

• Fewer restrictions on portfolio design.

• Donor accounts are opened quickly and often available within one business day.

• Advisors can deposit donations directly into the assigned donors account without needing to send checks to our main office.

• All digital and streamlined processes that save time and effort for both financial advisors and donors.

• Enhanced due diligence is standard practice when reviewing grant requests. Ensuring that grants are provided to legitimate charities.

• No investment or grant minimums.

Low-cost service fees improve investment returns and ultimately result in more funding for the charities that donors support.

Services Fee Schedule

• $50 – One Time - Donor / Advisor Onboarding and Account Set Up

• $50 – Monthly - Donor Account Maintenance (regardless of balance)

• $50 – Per Grant Request – Grant Due Diligence and Processing

Grant Delivery Options

• Free – Regular Mail

• $20 – Expedited / Three Day Delivery