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Donor Advised FundA donor advised fund is similar to having your own foundation but is much simpler to maintain because the administrative requirements and overhead is spread among many donor advisers. You name your account however you want and have advisory privileges for how your account's money is granted out. With the two DAFs listed below, the account is socially responsibly invested, which is not the case with nearly all other DAFs out there. Calvert Giving Fund and FAFN Giving Fund lets you double your social and environmental good by investing charitable assets in a community and sustainable investing platform until you make grant recommendations for your DAF account. Ask me for a personal introduction to this service and read the information kit and prospectus for more information including fees and expenses. Family FoundationsWhile family foundations are not directly included in our slate of services, we can participate with you, your lawyer, and your tax adviser in helping. Specifically, we can manage the foundation assets so they are socially responsibly invested and not working at cross purposes with your foundation mission. Note: If you are thinking about establishing a family foundation with less than $1,500,000, we recommend you consider a donor advised fund (see above and consult with your attorney) instead. This is because of the significant overhead required to manage a foundation. For example, it will need incorporation, legal and accounting advice, ongoing record keeping, money management, IRS filings, annual formal meetings of officers, and other general administration. On the other hand, those tasks are already included and up and running in donor advised funds and the overhead is shared among many donor advisers.
Additional ResourcesChangemakers, founded in 1997, is working on expanding the number of dollars and donors committed to social change and on transforming the values and practice of philanthropy. Their three main areas of program activity include: grant making, donor leadership development, and outreach and advocacy work. Through their programs and activities, Changemakers acts as a bridge between donors, business leaders, non-profit leaders, grassroots activists, and financial advisors. Healing and greater effectiveness in our communities will come only when walls are broken down and people learn to work together to solve complex social and environmental problems. Web site offers an excellent overview of social change philanthropy. Responsible
Wealth consists of leaders in business, community, government, philanthropy, academia and finance.
Members are among the wealthiest 5% of Americans, the primary beneficiaries of the robust growth of the American economy.
They are united by their common concern that despite a booming economy, many are not sharing in the prosperity.
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Community Investing Achiever in the Social Investment Forum 1% For Community investment campaign since 2002. Calvert Foundation Advisor of the Year in 2004.
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