Donor Advised Funds: Turn generosity into an expression of purpose

A donor advised fund integrates giving into your broader financial life. Depending on your unique objectives, it’s capable of bringing together thoughtful planning, tax efficiency and a lasting impact in one elegant package.

Similar to a private foundation, a donor advised fund provides an immediate full tax benefit and lets you donate to your favorite charities, but with less expense and set up. Get a clearer picture of your giving strategy with our Charitable Giving Tax Savings calculator.

How it works

1

You make a donation.

2

We invest the assets.

3

You recommend grants to charities.

Your generosity counts

Wealth offers the meaningful opportunity to give back to the causes that matter most. Discuss with us how a donor advised fund can enhance your charitable giving strategy.

$0 million+

total contributions from Flynn Financial Group clients*

*as of 8/13/25.

Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes.


“When helping create a tailored financial plan, our promise is simple: doing what we say and doing it well.”
Ryan Flynn