Skip to main content

Give Where Your Heart Lives

Fund a thriving Vermont with personalized charitable giving tools.

Open a Fund Take Our Giving Quiz

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.

downtown Vermont

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.

01

Grant Flexibility: Recommend grants anytime to charities

02

Growth Potential: Donations can grow, boosting charitable impact

03

Family Involvement: Engage family in giving with successor options

04

Advising Services: Get expert advice for more impactful donations

05

Tax Deductions: Immediate tax benefits for donations

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

01

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

02

Legacy Building: Creates a lasting impact that reflects personal values

03

Financial Efficiency: Maximizes charitable contributions through strategic planning

04

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

05

Tax Relief: Immediate tax deductions potentially reduce estate costs

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

01

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

02

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

03

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

04

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

05

Increased Effectiveness: Ensures your grants support effective organizations and programs

06

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.

01

Aligned Impact: Investments match personal values with community needs

02

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

03

Strategic Growth: Enhances the capacity of local projects and enterprises

04

Community Engagement: Direct involvement in fostering local economic development

05

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

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

01

Investment Expertise: Access professional investment services

02

Fund Assistance: Get help managing complex gifts

03

Planned Giving: Benefit from gift annuity and trust management

04

Donor Trust: Enhance credibility with a reputable charity affiliation

05

Community Benefit: Support the vitality of Vermont communities

image

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.

Read Story
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.

Read Story
Laura Keaton
Sacred Ground

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

Read Story
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.

Read Story
Mike Solimano at Killington Resort
Play Forever

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

Read Story
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. 

Read Story

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.

man holding baby looking at eclipse in night sky