Investment Account Types

Standard Retirement Donor Advised Funds (DAF)
Funding Source
Checking, Savings, Brokerage, Piggy bank
Traditional IRA, Roth IRA
Family Foundations, existing DAF or new donations
Minimum Investment
Custodian Dependent
Preferred Custodian*
STRATA Trust Company
American Endowment Foundation
Donation, Loan to Donation conversion
Tax Advantaged
Donation, Tax Advantaged, Loan to Donation conversion

*3rd party Custodian fees may apply