Directory listing — factual and alphabetical. Inclusion is not a ranking, rating, or endorsement, and no compensation is involved. Families should perform their own diligence.
Independent donor-advised-fund sponsor and publisher of the annual DAF Report.
Link verified August 25, 2026
How to evaluate firms like this
Building an Advisory TeamBuilding an advisory team means assembling the core professionals a substantial family relies on — investment…
Evaluating Investment AdvisersEvaluating an investment adviser means looking beyond track record to examine fiduciary status, registration…
RIA vs. Broker-DealerRegistered investment advisers (RIAs) operate under a fiduciary duty, meaning they are legally required to…
How Advisers Are PaidFinancial advisers are compensated through several distinct models — asset-based fees, flat retainers, hourly…
Same category
CCouncil on FoundationsMembership association for grantmaking foundations.EExponent PhilanthropyAssociation serving lean-staffed foundations and philanthropic families.FFidelity CharitableThe largest U.S. donor-advised-fund sponsor by grants.NNational Center for Family PhilanthropyNonprofit network supporting giving families with research and programming.RRockefeller Philanthropy AdvisorsNonprofit advisory that helps donors plan and manage giving.VVanguard CharitableMajor national donor-advised-fund sponsor founded by Vanguard.