The Fund For Philanthropy

Advisors

Financial Advisors

The Fund For Philanthropy (TFFP) is a truly independent donor advised fund program that allows pre-approved financial advisors to receive compensation for professionally managing their client’s donor advised fund account.

 

Compensation for financial management of your client’s charitable giving accounts are based on pre-arranged fee agreements with TFFP. Contributions to a TFFP donor advised fund are invested in variety of investment vehicles, all at the recommendation of the donor, your client.

 

Whether you have an experienced philanthropic component to your practice or you want to begin offering services, TFFP can help you develop a Philanthropic Services practice to help better serve your clients. Financial Advisors and donors work directly with TFFP staff.

 

What we provide for financial advisors:

  • A white-labeled third-party partner for charitable asset management and advisement
  • A public charity that does not compete with your core business
  • A complete out-of-the-box Philanthropic Solution Set for your firm’s charitable advisement needs
  • A best-in-class web technology solution for online charitable account access, management, and grant making

 

Questions? Need help?
Give us a call. If we don’t know the answer to your question, we have tax and legal representation that can assist you. Contact us at (404) 825-9529 or by email at tony@fundforphilanthropy.org

 

For detailed questions about TFFP guidelines and procedures, please review our forms and instructions by visiting our Forms page. If you would like to speak to someone about your charitable giving strategy, we are awaiting your call!

 

Get Started

If you would like to open a TFFP donor advised fund account, the forms below will walk get you started and on your way. If you would like to speak to someone about your client’s needs, please send us an email or call us at (404) 825-9529.

 

Here are the forms you’ll need to open an account for your client:

 

The Fund for Philanthropy, Inc. (Tax ID# 80-0878355) is an IRS recognized 501(c)(3) tax exempt public charity as described in the Internal Revenue Code Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi).
IRS Tax Exemption Letter

 

All money and property transferred to The Fund For Philanthropy shall be an irrevocable gift to the charity. The charity shall hold, manage, invest and reinvest the Fund, shall collect the income and shall pay and disburse the net income and principal therefore exclusively for general charitable uses and purposes, in accordance with the provisions specified in the Articles of Incorporation of the charity. The Articles of Incorporation have been
adopted by the Board of Directors of the Charity, and their provisions, as they may be amended from time to time, are hereby incorporated by reference and conclusively assented to and adopted. The phrase “charitable uses and purposes” shall be defined as all of those activities, uses and purposes described in Section 501(c)(3) of the Internal Revenue Code of 1986 (the “Code”).