Glenda Oates's Contact Details

Glenda Oates's Company Details

iGiftFund

Hudson, OH, US • 5 - 9 Employees
Non-Profit

The iGiftFund is an IRS-recognized independent public charity that sponsors donor-advised funds. Unique by design, our program works the way you work, on any custodial platform, with open investment architecture – free of any conflicts of interest.iGiftFund donor-advised funds are designed to be simple, yet flexible for sophisticated planning.For Advisors: Financial advisors serve an important role in planning, investment management, and wealth transition at iGiftFund. At iGiftFund, you help your clients establish the investment account inside the donor-advised fund; you manage the investments on your preferred platform; donors provide the vision, succession, and the grant advice … and we take care of the rest. In short, we become "joint stewards" in helping you develop and carry out your client's charitable legacy, both now and in the future.For Donors:Our donors are typically individuals and multi-generational families located throughout the United States. We work with: Individuals, Families, Financial advisors, Attorneys, Accountants, Family offices, Private foundations, Trust companies, Financial institutions, Corporate foundations.Whether you want to start with just yourself, or include your family and/or trusted advisors, you'll work directly with our experienced founders. We're happy to communicate in your preferred method… phone, email, chat, conference call, in person, or through some combination of these.https://igiftfund.org/donors/independent-platform/https://igiftfund.org/donors/investments/