Enhance your Practice: Donor Advised Funds with a Global Reach
BeFunded serves as a back-office resource for tax and wealth management professionals with clients engaged in philanthropic giving. As a Donor Advised Fund sponsor, BeFunded offers giving solutions that can integrate into any planned giving strategy. Our expertise in donor-advised cross-border giving enables you to expand your suite of services and address the specific needs of your clients.
From validating 501(c)(3) status to navigating foreign countries’ regulations, we take every measure to ensure regulatory compliance while managing potential risks and protecting you and your client’s reputations. These services are built into our grantmaking protocols, allowing for carefree, efficient, and secure giving to more than 100 countries across the globe.
Giving of non-cash assets can be a powerful tool in any planned giving strategy and can increase the impact of your client’s philanthropy. BeFunded is well-equipped to help you transform these assets into meaningful philanthropy. By donating these assets to a donor advised fund, your client can benefit from increased flexibility in their giving.
Does your client have an existing DAF at a separate sponsoring organization? They can advise grants to any charity around the world using our Donor Advised Gift option, without needing to pay additional fees for due diligence. Check with your sponsoring organization or get in touch with us to see if we already have a relationship with your DAF – you may be eligible for lower fees.
Any Fund at BeFunded can be invested to maximize the impact of our donors’ charitable contributions. We allow donors to choose from a number of vetted investment portfolios, and we offer the option to restrict an investment policy to specifically ESG-aligned assets.