Experience giving like you never have before

The Advise Us Fund® is a donor-centric and independent nonprofit organization devoted to perfecting the giving experience. We start with your needs and remain focused on you. We make your philanthropic experience easy and efficient. Donors may donate to their donor-advised fund and make grant advisements through MyDAF.
Donors
Donors
Start Your Giving
Experience

Focus on your legacy, donate to your charities of choice, and take advantage of financial and tax planning benefits. Our donor-advised fund and planned giving options make your experience easy, fulfilling and cost-effective.
Professionals
Professionals
Deepen Your Client Relationship Experience
Focus on your client relationships and leverage a trusted voice to speak with you and your clients about achieving their legacy. Our advanced giving options for you and your clients advance their legacy and strengthen your relationships. Start achieving your clients’ charitable, financial and tax planning goals with an independent professional partner.
Charities
Charities
Develop Your Donor Relationship Experience
Focus on your donor relationships with an experienced partner that helps you access the tools and techniques you need to efficiently and effectively meet donor requirements. Our planned giving options expand your donor relationships and help develop new opportunities.

Our goal is to perfect the giving experience with you.

A Window of Opportunity: Donor Advised Fund before December 31?

A Window of Opportunity: Donor Advised Fund before December 31?

On December 9th, the markets hit their 13th record close since the November elections. Accompanying the records in the market, we have also seen what feels like a record number of opinions of what the change in administrations will mean for taxes. Some of these opinions have focused on the potential tax changes and their effects on the charities and the charitable deduction. Fidelity Charitable offered what I consider a measured and reasonable framework for the possibilities. It is safe to conclude that there is at least a good likelihood that the benefits of giving in 2016 may be more tax wise than in future years. If you believe that to be true, these next few days may be ideal for starting a donor advised fund.

As 2016 Comes to a Close

As 2016 Comes to a Close

Remember to support the nonprofits you love this holiday season and if we are among them, thank you! Help support our work by donating at http://adviseus.org/support-our-work/

Happy Thanksgiving

Happy Thanksgiving

We hope you and your family have a wonderful Thanksgiving and many good wishes as we embark on 2017!

Why Giving Tuesday Should Be Part of Your Giving Plan

Why Giving Tuesday Should Be Part of Your Giving Plan

Giving Tuesday was started in 2012 in a partnership by the 92nd Street Y and the United Nations Foundation to create an international day of giving during the busy holiday shopping season. Since 2012, Giving Tuesday (#GivingTuesday) has become a powerful movement supporting giving and creating a culture of philanthropy.

LinkedIn
As 2016 Comes to a Close

As 2016 Comes to a Close

Remember to support the nonprofits you love this holiday season and if we are among them, thank you! Help support our work by donating at http://adviseus.org/support-our-work/

Happy Thanksgiving

Happy Thanksgiving

We hope you and your family have a wonderful Thanksgiving and many good wishes as we embark on 2017!

Estate Planning Procrastination Stopped by a Smartphone

Estate Planning Procrastination Stopped by a Smartphone

Being a middle-aged man with a family, my wife and I have been reviewing our estate plans with the intention of revising them. 15 years ago, our attorney-led us through a relatively simple process. This time, I am searching for an app to help me manage the process. An app that will give us what we need to do if we plug in answers to a few multiple choice questions. Unfortunately, this app does not exist and I was stuck for a while trying to find out the status of our plans. In lieu a magical app, I have found the following helped me to break the cycle of procrastination in estate planning…