Private Client
Elevate and enrich
your giving experience
Welcome to the Private Client platform, an exclusive, white-glove experience designed for high-net-worth donors with annual giving budgets above $50,000.
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Private Account
Concierge- Finance advisor helps maximize your tax strategy
- Personal concierge is dedicated to your mission
- Giving advisor offers ongoing granting support
Private Foundation Switching
We collaborate with your accountants and managers
to seamlessly transition from your private foundation to your new The Donors' Fund accountFoundation vs. DAF
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Custom investment portfolio
Exercise greater control with a customized
account to directly access the portfolio and recommend your own trades with investment balances exceeding $250,000Money Managers Welcome
Enable your own team to continue managing your portfolio while taking advantage of our advanced tools.
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