Innovia has tools for your charitable clients at all levels of giving

Many attorneys, CPAs, and financial advisors share with our team that one of the reasons their clients love working with Innovia is because we are truly the community’s foundation. Whether your client has established a multi-million-dollar field-of-interest fund or a small donor-advised fund to make annual charitable gifts, your client gains full access to Innovia’s charitable giving expertise and deep knowledge of the needs in our region. 

You may be observing a trend among your clients that donor-advised funds are becoming more popular at a wide range of wealth levels. Donor-advised funds at community foundations and national financial institutions have experienced substantial growth over the past decade, with total grants nearly doubling in the last five years.  

We are honored to offer a local option for your clients who want to get started with a structured and intentional approach to their philanthropy by establishing a donor-advised fund. A donor-advised fund at Innovia offers your clients several benefits:  

Personalized service and local expertise 

Innovia’s team provides personalized service, inviting your clients to interact with local experts who understand the community’s needs. We offer tailored advice on grantmaking to support the causes your clients care about. Our local focus ensures that administrative fees support local initiatives rather than national or commercial entities. 

Flexibility and customization 

Innovia is happy to offer a range of options for a client’s donor-advised fund as well as other types of funds, including endowed or non-endowed options, allowing clients to choose how they want to organize and manage their philanthropy. Plus, through a donor-advised fund, your client can support a full range of qualified public charities, both locally and nationally, providing flexibility in a strategic giving strategy.  

Tax benefits and administrative simplicity 

Your client’s contributions to a donor-advised fund are eligible for immediate tax deductions, and assets can grow tax-free, maximizing the impact of donations. Innovia handles all administrative tasks, such as record-keeping and tax reporting, simplifying the process for you and your clients. 

We encourage you to reach out anytime to learn more about how we can support your philanthropic clients, whether they’re just getting started with modest investments or deploying significant wealth toward community causes. Our team is honored to serve your clients by combining local expertise with flexible and cost-effective charitable giving solutions. 

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