Donor – Advised Fund

The Peak Trust Donor-Advised Fund (“Fund”) is a charitable gift service offered by Peak Trust Donor-Advised Fund, a public charity (501(c)(3) dedicated to providing support for charitable causes. Individuals, families, and organizations can set up their own donor-advised fund with Peak Trust Donor-Advised Fund.

A donor can establish a Fund to:

  • Make gifts at most the most advantageous time for tax and estate planning purposes, while maintaining the flexibility to make grant recommendations at any time
  • Support charitable causes and make wise grant-making decisions, now and in the future, with the assistance of a trained professional

Prior to distribution, assets are held in the Fund and invested following an asset allocation model designated by the donor. Donors may also recommend an outside investment manager to manage their Fund in accordance with the recommended asset allocation model.

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