Calvert Giving Fund

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I searched a long time for a donor advised fund which could double my impact—with the Giving Fund, even when I’m not donating to charities, my funds are actively working in communities, supporting affordable homes and funding microloans for low income people.”
—Sam, Giving Fund Advisor, Massachusetts

A donor advised fund is an account established with an up-front donation (immediately tax deductible) that you can then grant out to various charities over time. While the donated funds are in the account, they are invested so that they can accrue investment income and increase your giving potential.

The Giving Fund
The Giving Fund is a 100% Socially Responsible Donor Advised Fund that offers a broad selection of investment choices to maximize the impact of your donated funds. Investments range from microfinance to clean water, and ensure that your money is doing good things, even before you make your first grant. Your philanthropic giving power can increase over time as your assets appreciate tax-free in an investment platform that aligns with your charitable goals..

Streamline your charitable giving
There are many benefits to opening a Giving Fund. When you open a Giving Fund, you receive an immediate tax-deduction. You have one receipt to keep track of for the IRS. You can make donations easily on-line and even set up recurring donations. All this and your funds will start generating positive social returns right away through the investments you select.

 

>Start a Giving Fund
>Learn more about Socially Responsible Investments
>Explore the Tax Benefits
>For Financial Advisors interested in the Giving Fund