973-984-8200
Independent 501(c)(3) · Delaware · Charitable Infrastructure

Philanthropic infrastructure
for advisors, institutions,
and the donors they serve.

Charitable Gifting Fund provides the 501(c)(3) sponsorship, compliance backbone, and administration for donor-advised funds, YoungPIF™ pooled income funds, and CRT trustee services — without the overhead of building it from scratch.

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Charitable Gifting Fund
Independent 501(c)(3) · Delaware
3
Charitable Vehicles
~200K
Advisors via Orion & Envestnet
DE
Delaware Incorporated
DAF
Donor-Advised Fund Sponsorship
PIF
YoungPIF™ · IRC §642(c)(5)
CRT
Independent Trustee · IRC §664
~200K
Advisors via Orion & Envestnet
About CGF

One independent sponsor.
Three charitable vehicles.
Built for everyone at the table.

Charitable Gifting Fund is an independent Delaware 501(c)(3) public charity that functions as the institutional backbone for sophisticated charitable giving programs. We serve wealth management firms, financial advisors, and mission-driven nonprofit institutions — each with a distinct role in the charitable giving process.

Rather than building or maintaining their own charitable infrastructure, our partners rely on CGF to handle the 501(c)(3) sponsorship, IRS compliance, investment oversight, and donor-facing administration for donor-advised funds, pooled income funds, and charitable remainder trusts.

501(c)(3)
Independent Delaware public charity · EIN available on request
~200K
Advisors in distribution via Orion & Envestnet
3
Charitable vehicles: DAF, YoungPIF™, CRT
IRC
§642(c)(5) PIF · §664 CRT · §170 DAF deductions
Charitable Gifting Fund advisors and institutions
All Solutions

Who we serve — and
how each partnership works.

CGF provides the same trusted infrastructure to three distinct audiences. Each has a dedicated page with the full details of how the program works for them.

01
For Wealth Management · RIAs · Broker-Dealers

Offer your clients a philanthropic home.

CGF provides the 501(c)(3) sponsorship, compliance, and back-office for white-label DAFs, YoungPIF™ pooled income funds, and CRT trustee services — under your brand.

  • White-label DAF program under your firm’s brand
  • YoungPIF™ pooled income fund · IRC §642(c)(5)
  • CRT trustee services — CRAT & CRUT · IRC §664
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Hand holding a miniature house — philanthropic home for wealth management clients
02
CRT Trustee Services · Estate Planning

Independent trustee for charitable remainder trusts.

CGF serves as independent institutional trustee for CRATs and CRUTs — removing advisor conflicts, satisfying compliance, and administering the trust for its full duration.

  • No advisor conflict of interest — fully independent
  • CRAT & CRUT · fixed or variable income stream
  • Form 5227, Schedule K-1, and all IRS filings handled by CGF
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Planned giving and charitable remainder trust administration
03
For Institutions · Universities · Hospitals · Foundations

Receive planned gifts without running the program.

CGF administers DAFs, pooled income funds, and CRTs on your behalf — your donors give through a sophisticated program, and assets flow to your institution when accounts close.

  • Your institution named as remainder beneficiary
  • No 501(c)(3) formation or DAF administration burden
  • Co-branded donor experience under your institution’s name
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Institutional philanthropic partnerships

Ready to build a philanthropic
program without the infrastructure?

Whether you represent a wealth management firm, an advisory practice, or a nonprofit institution, we start every partnership with a conversation.

Prefer to call?
973-984-8200

Schedule a Consultation

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