Give Where Your Heart Lives

Fund a thriving Vermont with personalized charitable giving tools.

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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
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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

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Growth Potential: Donations can grow, boosting charitable impact

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Family Involvement: Engage family in giving with successor options

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Advising Services: Get expert advice for more impactful donations

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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

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Legacy Building: Creates a lasting impact that reflects personal values

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Financial Efficiency: Maximizes charitable contributions through strategic planning

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

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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

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

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

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

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Increased Effectiveness: Ensures your grants support effective organizations and programs

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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

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

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Strategic Growth: Enhances the capacity of local projects and enterprises

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Community Engagement: Direct involvement in fostering local economic development

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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

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Fund Assistance: Get help managing complex gifts

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Planned Giving: Benefit from gift annuity and trust management

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Donor Trust: Enhance credibility with a reputable charity affiliation

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Community Benefit: Support the vitality of Vermont communities

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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.
Lisa Cashdan and Peter Stein
Conservation Inspiration

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

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Renee Reiner outdoors with a dog
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.

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Laura Keaton
Sacred Ground

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

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Nelson Withington ribbon cutting
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.

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Mike Solimano at Killington Resort
Play Forever

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

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Kathy White and Richard
Building Rural Opportunity

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

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Insights + Stories

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

Apr

7

When Creativity Creates Community
People holding up limited edition beer cans in Lawson's Taphouse
Apr 16, 2025 /

Raising a Glass to Women’s Leadership
Apr 9, 2025 /

Turning Appreciation Into Impact: Celebrating Vermont’s Best Nonprofits With a $10,000 Grant
People performing on stage in front of a set with the words "Change your life"
Mar 1, 2025 /

Funding Available to Support Arts and Social Cohesion Projects in Vermont  

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.

The Philanthropic Leadership Fund
The Philanthropic Leadership Fund
The Opportunity Gap
The Opportunity Gap
People & Places Funds
People & Places Funds
Supporting Organizations
Supporting Organizations
Crisis & Disaster Giving
Crisis & Disaster Giving

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

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man holding baby looking at eclipse in night sky