Donor Advised Fund 

Individuals

A Donor Advised Fund (DAF) works like a charitable bank account. You make an initial contribution to establish a fund, using gifts of cash, and/or appreciated publicly traded securities, and/or closely-held stock. The funds deposited into your individual account are carefully invested by the CertusCharitable Gift Fund's Investment & Acceptance Committee, and the net income is credited to the your personalized DAF, similar to a mutual fund.

As a donor advisor, you can recommend charitable contributions from your DAF to non-profit organizations of your choice throughout the year. Contributing to a DAF allows you to enjoy the tax advantages, while minimizing the detailed administration and regulation of the gifting process.

Corporations

Implement a customized giving environment for your grant seekers in which all donations and gift related data, transactions and entries flow seamlessly from an online point of entry submission to approval and check distribution.

This fully integrated web-based charitable giving platform supports the administration of your philanthropic giving and management of related transactions and communication.

Major strengths of C-Giving® include:
  • Online Corporate/Grant Seeker access
  • Online Fund/Grant Statements
  • Grants Distribution Management









Foundations

C-Giving allows your organization to implement a customized white-labeled accounting environment in which all finance and accounting related data, transactions and entries flow seamlessly from multiple points of entry in their respective operational areas to the finance and accounting component of the foundation system.

This fully integrated online charitable management platform supports the administration of all major planned giving account types and the management of related transactions and communication.

C-Giving® supports an unlimited number of users, and supporting organizations/staff members associated with your foundation.

Major strengths of a custom C-Giving® application include:
  • Online Donor Access
  • Online Private Labeled Fund Statements
  • Donor Relationship Management
  • Grants Distribution Management
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Securities and Insurance Products are NOT Insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, are NOT a Condition to Any Banking Service of Activity, and MAY lose value.

Financial Advisory services offered through CertusInvestment Advisors, LLC (“CIA”).

Securities Brokerage, Insurance and Investment Banking services offered through CertusSecurities, Inc. (“CSI”), Member FINRA and SIPC. C-Direct is the marketing name for a discount brokerage platform offered by CSI. C-Direct customers are not provided nor given investment advice through CSI or CIA. Brokerage accounts for CSI and CIA clients are carried with National Financial Services LLC, a Fidelity Investments Co., member NYSE, SIPC or Charles Schwab & Co. Inc., member SIPC.

Fiduciary and custody services may be offered through CertusWealth Trust (“CWT”) or Advocacy Wealth Trust ("AWT"), divisions of CertusBank, N.A., or a third party entity. Custody services for CWT and AWT are provided under agreement with Reliance Trust Company. Brokerage services for CWT and AWT accounts are provided through ConvergEx Execution Services, LLC (member NYSE, FINRA, SIPC) or CSI.

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