Philanthropic Advisement 

Provide financial security for the causes you support with expert guidance from our philanthropic specialists.

If you are an individual with a passion for philanthropy and charitable giving, our team can guide you in developing a philanthropic strategy that will make a lasting impact on the causes you support.

If you are an institution in need of greater levels of engagement, accountability, and transparency, we can help you simplify the process of managing your relationships with our unique C-Giving system. The solution provides online donor access, fund management, and campaign management features.

Individual Solutions

Take time to explore your personal options, and find an organization that is a perfect match for your legacy. Our team of specialists will be there to help you, every step of the way.

Donor Advised Fund
Advisement (Giving)
Tax and Legal Strategies

Institutional Solutions

Our Institutional advancement work can provide you increased levels of engagement for your donors, administrators, and grantees.

Donor Advised Fund
Charitable Remainder Trusts
Charitable Gift Annuity
Consulting (Tax, Development, Administration)
Research & Software

© Copyright 2013 CertusCharitable Giving Fund, Inc. All rights reserved.

CertusCharitable Giving Fund, Inc. is a public charity as described in the Internal Revenue Code Sections 501(c)(3), 509(a)(1) and 170 (b)(1)(A)(vi), whose application to the IRS for a determination letter of its status is pending with the IRS.

Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for recommendations and before changing or implementing any financial, tax, or estate planning strategy.

CertusWealth Philanthropic is a division of CertusBank, N.A., Member FDIC. Banking and fiduciary activities are performed by CertusBank, N.A., and its trust division CertusWealth Trust. Brokerage services may be provided by CertusSecurities, Inc., member FINRA and SIPC.

Investment products: Are Not FDIC Insured · Are Not Bank Guaranteed · May Lose Value

Investment advisory services may be provided by CertusInvestment Advisors, LLC, a registered investment advisor. CertusInvestment Advisors, LLC may employ investment products sponsored, managed, distributed or provided by companies that are affiliates of CertusBank, N.A. or in which CertusBank, N.A. has a substantial economic interest. Custody of securities and funds may be provided by CertusWealth Trust or by a third party custodian with which an affiliated CertusBank, N.A. company may have a compensatory agreement. CertusBank, N.A., CertusSecurities, Inc., and CertusInvestment Advisors, LLC are affiliated businesses and are wholly owned subsidiaries of CertusHoldings, Inc.


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