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Organize Your Financial Life

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  • Track your spending and view your net worth
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Stifel
Donor-Advised
Funds Stifel
Donor-Advised
Funds

Facilitating Charitable Giving Facilitating Charitable Giving

Access your DonorView Portal


Your legacy reflects your passions, and your charitable giving is part of the impact you make on our world. With your time, talent, and treasure, the organizations you support are up to you.

Benefits of Stifel Donor-Advised Funds

Simple
You receive an immediate tax deduction for contributions to your Stifel Donor-Advised Fund.
Flexible
You determine when to recommend grant distributions to any IRS-qualified nonprofit organization(s), with no annual mandatory minimum.
Tax Efficient
Gifts of appreciated securities are eligible to receive fair market value deductions, potentially creating significant capital gains tax savings.

Available Through Your Stifel Financial Advisor

Work with your Stifel Financial Advisor to plan your charitable giving strategy and discuss whether a Stifel Donor-Advised Fund is suitable for your objectives. Consult with your tax professional regarding tax-advantaged strategies appropriate for your income and available assets.

Find a Stifel Advisor


Stifel Donor-Advised Funds are handled by Stifel Charitable Inc., which is a 501(c)(3) non-profit organization. Stifel Financial Corp. companies, including Stifel, Nicolaus & Company, Incorporated, Stifel Bank, and Stifel Trust Company, N.A., provide services to Stifel Charitable Inc. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.


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A Blueprint for Giving


A donor-advised fund can help you organize and manage donations in a way that maximizes their impact.


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