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
$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

GREAT NEWS! You can now lend using funds from your Traditional and Roth IRA.   Learn More
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