pamela@charitablegiftingfund.org 908-868-1151
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 and YoungPIF™ pooled income funds — without the overhead of building it from scratch.

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Charitable Gifting Fund
Independent 501(c)(3) · Delaware
2
Charitable Vehicles
Orion & Envestnet
In discussion — no agreement signed
DE
Delaware Incorporated
DAF
Donor-Advised Fund Sponsorship
PIF
YoungPIF™ · IRC §642(c)(5)
Orion & Envestnet
In discussion — no agreement signed
About CGF

One independent sponsor.
Two 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 and pooled income funds.

501(c)(3)
Independent Delaware public charity · EIN available on request
Orion & Envestnet
In discussion — no agreement signed
2
Charitable vehicles: DAF · YoungPIF™
IRC
§642(c)(5) PIF · §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 and YoungPIF™ pooled income funds — under your brand.

  • White-label DAF program under your firm’s brand
  • YoungPIF™ pooled income fund · IRC §642(c)(5) LAUNCHING SOON
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Hand holding a miniature house — philanthropic home for wealth management clients
02
For Institutions · Universities · Hospitals · Foundations

Receive planned gifts without running the program.

CGF administers DAFs and pooled income funds 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 reach us directly?
pamela@charitablegiftingfund.org  ·  908-868-1151

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