Give Where Your Heart Lives

Fund a thriving Vermont with personalized charitable giving tools.

Giving you the tools, resources, & expertise to fund important causes in Vermont and beyond.

We research and track community trends across Vermont, identify gaps, and vet and recommend grantees who are making the biggest impact. The funds we manage put over $60 million to work in Vermont communities every year.

About Us Give Now to Existing Funds

Donor Advised Funds

Legacy & Planned Giving

Advising Services

Mission Investing

Nonprofit Funds

A Donor Advised Fund, or DAF, is a giving account that supports the causes you care about most.

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Grant Flexibility: Recommend grants anytime to charities

Growth Potential: Donations can grow, boosting charitable impact

Family Involvement: Engage family in giving with successor options

Advising Services: Get expert advice for more impactful donations

Tax Deductions: Immediate tax benefits for donations

Secure your impact and values for future generations through strategic charitable giving.

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Estate Control: Directs use of assets according to personal philanthropic goals

Legacy Building: Creates a lasting impact that reflects personal values

Financial Efficiency: Maximizes charitable contributions through strategic planning

Peace of Mind: Ensures long-term support for cherished causes, securing donor intentions

Tax Relief: Immediate tax deductions potentially reduce estate costs

Partner with experts to navigate your charitable journey and grow your philanthropic impact.

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Comprehensive Support: includes asset management, strategic grantmaking, and expert philanthropic advising

Personalized Conversation: Starts with understanding your passions and vision for making a difference

Holistic Approach: Attends to your goals, values, asset portfolio, and family involvement in giving

Tailored Advice: Expert guidance to align your donations with the causes you care about

Increased Effectiveness: Ensures your grants support effective organizations and programs

Strategic Giving: Helps balance your gifts to extend impact and leverage tax benefits

Foster Vermont’s future by investing in projects that reflect your values.

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Aligned Impact: Investments match personal values with community needs

Social Responsibility: Promotes sustainable practices and social equity within the community

Strategic Growth: Enhances the capacity of local projects and enterprises

Community Engagement: Direct involvement in fostering local economic development

Job Creation: Supports initiatives that generate employment opportunities in local communities

Ensure lasting support for your mission by working with a trusted partner.

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Investment Expertise: Access professional investment services

Fund Assistance: Get help managing complex gifts

Planned Giving: Benefit from gift annuity and trust management

Donor Trust: Enhance credibility with a reputable charity affiliation

Community Benefit: Support the vitality of Vermont communities

Donor Stories

These stories hold the inspiring journeys of our generous donors, whose vision and commitment have made a profound impact on our community and environment through their donor advised funds.

Conservation Inspiration

Norwich residents Lisa Cashdan and Peter Stein want more people to have access to nature and the land.

Read Story

Leaning in for Disaster Relief

As soon as the news broke about devastating flooding in Vermont last July, Renee Reiner knew that she wanted to help.

Read Story

Sacred Ground

Read about why Laura Keanon used her giving account to protect land near Native American petroglyphs in Brattleboro.

Read Story

A Town, a Man, and a Zamboni

Before wellness was part of the public lexicon, a Brattleboro man knew that public recreation could have lasting benefits for all.

Read Story

Play Forever

A ski area fund shows that slopeside philanthropy can make a difference year-round.

Read Story

Building Rural Opportunity

Years of living in Vermont’s Northeast Kingdom inspired Richard and Kathy White to create a fund with a lasting impact.

Read Story

Insights + Stories

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May

Dan Smith: A Clear-Eyed Commitment to Vermont’s Future

May 8, 2025 /

Funding Available to Support Vermont’s LGBTQ+ Communities through the Samara Fund

Apr 22, 2025 /

Funding Available Through the Spark Connecting Community Grant Program

A man (Bob Wagner) in a music studio next to music equipment.

Apr 7, 2025 /

When Creativity Builds Community

Championing the People & Places That Define Vermont

These priorities play a vital role in addressing the state's most pressing needs, including closing the opportunity gap, funding high-impact projects in education, healthcare, and economic development that foster equity and community growth.

Start your charitable giving journey today. Get in touch with a philanthropic advisor.

Open a Fund Contact Us

man holding baby looking at eclipse in night sky

Give Where Your Heart Lives

Giving you the tools, resources, & expertise to fund important causes in Vermont and beyond.

A Donor Advised Fund, or DAF, is a giving account that supports the causes you care about most.

Secure your impact and values for future generations through strategic charitable giving.

Partner with experts to navigate your charitable journey and grow your philanthropic impact.

Foster Vermont’s future by investing in projects that reflect your values.

Ensure lasting support for your mission by working with a trusted partner.

Donor Stories

Insights + Stories

Dan Smith: A Clear-Eyed Commitment to Vermont’s Future

Funding Available to Support Vermont’s LGBTQ+ Communities through the Samara Fund

Funding Available Through the Spark Connecting Community Grant Program

When Creativity Builds Community

Championing the People & Places That Define Vermont

The Philanthropic Leadership Fund

The Opportunity Gap

People & Places Funds

Supporting Organizations

Crisis & Disaster Giving

Start your charitable giving journey today. Get in touch with a philanthropic advisor.