Financial Planning

Donor Advised Funds

Here are a variety of links explaining Donor Advised Funds from some of our Trusted Financial Partners.

What is a Donor Advised Fund(DAF)?  Fidelity Charitable

What is a Donor Advised Fund?  Schwab Charitable

If you need assistance setting up a Donor Advised Fund, please get in touch with your financial advisor or one of the financial advisors on our trusted financial advisor list (below).

Estate Gifts

If you need assistance setting up an estate gift, please get in touch with your financial advisor or one of the financial advisors on our trusted financial advisor list (below).

RETIREMENT ASSETS​

If you need assistance giving via a retirement asset, please get in touch with your financial advisor or one of the financial advisors on our trusted financial advisor list (below).

Trusted Financial Advisors

Blessings of Hope maintains a list of trusted financial advisors. If you need assistance with any charitable financial planning and don’t already have a financial advisor, we can recommend the organizations below:

Company: Anabaptist Foundation
Webpage: afweb.org/foundation
Contact: Andrew Beachy
Phone: 800-653-9817

Company: Bare Wealth Advisors
Webpage: barewealthadvisors.com
Contact: Ron Bare
Phone: 717-407-5200 x 102

Company: Eden Bridge Foundation
Webpage: edenbridgefoundation.org
Contact: Rob Teague
Phone: 717-560-8270

Company: Everence Foundation
Webpage: everence.com/financial-services/charitable-giving
Contact: Elyse Kauffman
Phone: 800-653-9723

Company: Impact Foundation
Webpage: impactfoundation.org
Contact: Sharon Bremmer
Phone: 505-610-6357

Company: Fidelity Charitable
Webpage: fidelitycharitable.org

Company: National Christian Foundation
Webpage: ncfgiving.com

Company: Schwab Charitable
Webpage: schwabcharitable.org

Company: uFinancial Group
Webpage: ufinancialgroup.com
Contact: Allen W. Carr, Sr.
Phone: 717.608.2028

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