House · Services · Families · Donor-Advised Fund
Philanthropists · Donor-Advised Fund

You make the gift now — and decide to whom and when later.

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.

When this is your situation

What the House does

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. The founding documents are drafted and executed by licensed counsel the House instructs. Counsel answers for the document; the House answers for the result.

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

Begin with the Diagnostic

Why this way and not another

Flexibility without a structure
you distribute over years without maintaining your own fund and staff
Gift now, decisions later
the contribution is separated in time from the choice of recipients
A donor’s privacy
support comes from the fund, not from your name directly
Part of the overall plan
the fund is built into the capital structure and the family’s succession
What stands in the way today

What worries you — and the House’s answer

Where this leads

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.

Fee
by mandate
The scope depends on the sponsor and the giving corridors. It begins with a Diagnostic, which is credited against the mandate fee.
The gift can be made today, and decided upon at leisure.
Put this matter to the House

The Diagnostic is credited against the mandate fee. A reply within one business day.

or — a private word with an adviser →
Begin with the Diagnostic