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CWM Donor Advised Fund Offering

There are many paths to charitable giving. Each individual and family must select the course that seems best for their particular needs. In recent years, donor advised funds (DAFs) have grown to be the most popular charitable giving vehicle in the U.S, having been proven as a simple, practical and tax effective means for donors to achieve their charitable wishes.

Cornerstone Wealth Management has partnered with the American Endowment Foundation (AEF), the nation’s leading independent non-profit sponsoring organization of donor advised funds. Cornerstone Wealth Management and AEF have been dedicated to fostering the growth of charitable giving by making it more attractive and enjoyable for donors to give through an independent donor advised fund program.

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