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Donor advised funds (DAFs) are an increasingly popular option among charitable individuals and families. They can be opened with a variety of sponsoring organizations, including many national investment firms. However, you may not be aware that the Rhode Island Foundation also offers DAFs. There are several reasons why a DAF at the Rhode Island Foundation may be the best option for your clients.

We help your clients realize their charitable dreams. A DAF at the Rhode Island Foundation allows your clients to support the charities of their choice, both in Rhode Island and across the country. It allows donors to easily and efficiently manage their philanthropic giving from one source.

We connect your clients with causes important to them. Our team of experts is deeply committed to helping the Ocean State thrive. As the state’s only community foundation, we understand the critical work being done by our local nonprofits and can connect your clients with causes and nonprofit organizations that align with their charitable goals. We also offer DAF holders the opportunity to increase the power of their giving by directly partnering with the Foundation to fund vetted grant proposals that align a donor’s personal giving interests.

Your clients are investing in the local community. Unlike fees charged by national financial institutions, the Foundation’s Support Fee assists in funding our community impact efforts - the work we do together with our fellow Rhode Islanders to mobilize generosity and motivate change - including our community investment and grantmaking efforts, deep knowledge of and relationships with community partners throughout the state, and our shared efforts to create lasting progress for all Rhode Islanders.

Your clients will have a dedicated relationship manager. You and your clients have access to dedicated Rhode Island Foundation experts who are readily available via phone or email to answer your questions. In an age when many companies rely on automated or AI services, our fund holders and professional advisor partners find this highly personalized service invaluable.

We keep you – your clients’ trusted advisor – in the loop. The Rhode Island Foundation understands your needs, as well as the needs of your clients. Professional Advisors tell us that our development staff can be an extension of their team. We are available to meet with you and your clients directly or work completely in the background.

Please contact a member of the development team if you would like to talk about how the Foundation can help you help your clients.