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Experience giving like you never have before

The Advise Us Fund® is a donorcentric 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
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.

Engaging Your Donors for Life-Long Giving

Engaging Your Donors for Life-Long Giving

In our ongoing effort to help make planned giving more accessible, collaborative and beneficial for charities, we hosted a workshop led by fundraising expert Laura Kaufman. The fourth in our series of free seminars and workshops, Engaging Your Donors for Life-Long Giving, invited Chicago-area nonprofits to learn about strategies and tactics for engaging donors over a long time horizon.

On Capital Hill: Talking About the Fate of the Charitable Deduction

On Capital Hill: Talking About the Fate of the Charitable Deduction

On May 30, 1985, I skipped high school. No, it was not senior skip day, nor did I really desire a break from school. I wanted to travel from Appleton to Oshkosh to see President Reagan speak. He had just introduced his plan on what would eventually become the Tax Reform Act of 1986 and first went to Wisconsin to sell it to the American people. Contrary to my parents wishes, I did hear the speech in person and watched the ensuing process that produced the new tax code. It was something that sparked my interest in learning about taxes and how (and why) they work the way they do.

In law school, my intellectual curiosity about taxes turned towards the charitable deduction and was one of the major factors that drove me to pursue a career in charitable gift planning. I fell in love with the fact that our country effectively allowed citizens to choose where their tax dollars could make a difference. Read more on the blog…

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!

Engaging Your Donors for Life-Long Giving

Engaging Your Donors for Life-Long Giving

In our ongoing effort to help make planned giving more accessible, collaborative and beneficial for charities, we hosted a workshop led by fundraising expert Laura Kaufman. The fourth in our series of free seminars and workshops, Engaging Your Donors for Life-Long Giving, invited Chicago-area nonprofits to learn about strategies and tactics for engaging donors over a long time horizon.

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!