Innovative Donor Advised Funds was founded on the belief that supporting advisors and donors with their charitable giving strategies through a simplified, lower cost, and transparent service improves outcomes for all stakeholders.

We are a Tax-Exempt, 501( c)(3) Non-Profit that provides Donor Advised Funds service.

Financial Advisors that provide charitable planning services for their clientele.

Donors that are seeking to lower administrative fee drag which allows more of their donated funds to be used for causes they passionately support.

Innovative Donor Advised Funds is a non-profit organization that works closely with financial advisors to implement charitable giving strategies which involve donor advised funds.

Service Highlights

• Low Cost, Transaction Based, Flat Fee Pricing.

• All investment accounts assigned to donors are established at third party custodians, segregated, and managed by the financial advisor of the donor’s choice. Innovative does not offer investment management services.

• No disruption to the financial advisor – donor relationship as we act in a supporting role only. Financial advisors are never in the dark when it comes to their donors accounts and the transactions being processed.

• Flexible advisor service fee billing options.

• Fewer restrictions on portfolio design.

• Donor accounts are opened quickly and often available within one business day.

• Advisors can deposit donations directly into the assigned donors account without needing to send checks to our main office.

• All digital and streamlined processes that save time and effort for both financial advisors and donors.

• Enhanced due diligence is standard practice when reviewing grant requests. Ensuring that grants are provided to legitimate charities.

• No investment or grant minimums.

Low-cost service fees improve investment returns and ultimately result in more funding for the charities that donors support.

Services Fee Schedule

• $50 – One Time - Donor Onboarding and Account Set Up

• $50 – Monthly - Donor Account Maintenance (regardless of balance)

• $50 – Per Grant Request – Grant Due Diligence and Processing

Grant Delivery Options

• Free – Regular Mail

• $20 – Expedited / Three Day Delivery

Trading (Optional)

• $25 for self directed trade execution

Other (As Needed)

• Hourly fees may be requested to process the donations of complex assets. Uncommon and fully agreed upon in advance.

• Third Party fees may be charged where necessary. IDAF does not fee share.