| Standard | Retirement | Donor Advised Funds (DAF) | |
|---|---|---|---|
|
Funding Source |
Checking, Savings, Brokerage |
Traditional IRA, Roth IRA
|
Family Foundations, Existing DAFs, or New Donations |
|
Minimum Investment
|
$1,000 |
$1,000 |
Custodian Dependent |
|
Preferred Custodian*
|
N/A |
STRATA Trust Company |
American Endowment Foundation
|
|
Features |
Donation, Loan-to-Donation Conversion |
Tax-Advantaged |
Donate to Invest, Tax-Advantaged, Loan-to-Donation Conversion |
|
|
*3rd party Custodian fees may apply
