A Donor-Advised Fund gives you the flexibility of your own foundation without the duty of maintaining one. You contribute capital when it makes sense, recommend distributions at your own pace and remain in a donor’s privacy. The House places and runs the structure — what remains for you is the generosity.
The House places a Donor-Advised Fund under your name with a recognised sponsor, runs it and folds it into the family’s overall plan: you make the gift in a single operation and distribute it on recommendation over years — without the administration that would fall on you with a foundation of your own.
What you get: a DAF placed under your name with a recognised sponsor · the gift contribution documented · a protocol of distribution recommendations · the fund folded into the family’s succession plan · 1 partner of the House for the whole mandate
The gift is made when it made sense, and now lives as a fund under your name. You distribute it over years, in privacy and at your own pace, carrying neither the staff nor the reporting of a structure of your own. And when the matter passes to your heirs, the family’s generosity already has a form that holds it.
The Diagnostic is credited against the mandate fee. A reply within one business day.