FOR Custodians

Donation Foundation™ was designed for custodians and financial advisors as an Express Gifting Solution to help minimize time and effort and to ensure donors are giving in the best interest of themselves and their families.

It is a new automated and turnkey service that uses proprietary technology. Donation Foundation™ outsources the liability and administrative workload around charitable gifting away from financial custodians, financial advisors and nonprofits.  

We are excited to share this passthrough entity that represents a leap forward in efficiency in the best interest for all philanthropic stakeholders, saving everyone time.