The SEVENBRIDGE Donor Advised Fund can serve as an effective, flexible and efficient vehicle to meet your charitable goals. Offered only to our clients, the Fund has been designed to simplify your annual giving by allowing you to contribute appreciated assets to the Fund when you feel the timing is right, and then make grants over time to the charities of your choice.

  1. DONATIONS

    A donor makes an irrevocable, tax-deductible donation to the sponsoring charity of the donor-advised fund program.

  2. INVESTMENTS

    The donor works with the SEVENBRIDGE team to create a strategy to grow their charitable assets.

  3. GRANTS

    The donor recommends grants to his or her favorite qualified public charities.

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