| Standard | Retirement | Donor Advised Funds (DAF) | |
|---|---|---|---|
|
Funding Source |
Checking, Savings, Brokerage |
Traditional IRA, Roth IRA
|
Family Foundations, existing DAF or new donations |
|
Minimum Investment
|
$100 |
$100 |
Custodian Dependent |
|
Preferred Custodian*
|
N/A |
STRATA Trust Company |
American Endowment Foundation
|
|
Features |
Donation, Loan to Donation conversion |
Tax Advantaged |
Donation, Tax Advantaged, Loan to Donation conversion |
|
|
|
|
|
*3rd party Custodian fees may apply
