Donor Advised Funds

The smartest way to give in St. Petersburg.

A donor advised fund at the St. Petersburg Foundation is donor-directed: grants go to the charities you choose.

Minimum to open
$50,000
Direction
Donor-directed
Who we work with
Individuals, corporations and trusts
Assets accepted
Cash · Public securities · Closely held stock · Real estate · Crypto
Investment pools
Four, including an Impact / ESG pool

Investment pools

Four options

GrowthLong-term appreciation. Roughly 70 to 85 percent equities, for donors with a long horizon and little near-term grantmaking.
BalancedModerate risk and return. About half equities, half fixed income. The general-purpose choice.
ConservativeCapital preservation. Roughly 70 to 85 percent fixed income, for shorter horizons or funds that grant frequently.
Impact / ESGValues-based investing. Holdings are screened for environmental, social and governance practices.

Who we work with

Who a fund is for

Individuals & familiesOpen a fund in your name and recommend grants on your own schedule.
CorporationsCompany and corporate giving through the same donor-directed structure, at any scale.
Trusts & estatesDirect charitable assets through a single, flexible vehicle.

Assets accepted

  • Cash
  • Public securities
  • Closely held stock
  • Real estate
  • Crypto

Corporate & institutional funds

The same donor-directed structure, minimum and asset options are available to corporations, foundations and institutions.

Send an inquiry

Inquire

To open or discuss a fund, send an inquiry.

DAF inquiry