Give from what you have
Your contributions aren’t limited to cash - they can include securities, real estate, privately held stock, collectibles, and even cryptocurrency*.
The Dunham Donor-Advised Fund
Charitable giving is more than a financial choice — it’s a reflection of your values and the legacy you want to create. The Dunham Donor-Advised Fund helps you make that legacy last, turning generosity into a family tradition that supports the causes you care about for generations.
Keep more for your mission
With competitive fees, more of your contribution stays dedicated to making a difference.
Reach near and far
Support the causes close to your heart — whether in your own community or halfway across the world.
Focus on meaning, not paperwork
Think of it as your own family foundation — fully staffed. We take care of the administration, reporting, and compliance so you can focus on giving.
How It Works
Contribute
You place assets into your Dunham Donor-Advised Fund — cash, securities, real estate, even cryptocurrency. Your contribution may provide meaningful tax advantages, allowing you to direct more of your resources toward the charities and causes you care about most.
Grow
Your advisor, together with Dunham, manages the fund’s investments with the goal of growing its impact over time — across 15 asset classes and guided by 13 institutional-caliber managers.
Give
When you’re ready, you and your family recommend grants to the charities that matter most to you. You decide the timing, the amounts, and the organizations — all through a simple online portal.
Why Families Choose the Dunham Donor-Advised Fund
- To bring generations together around shared values
- To simplify giving while amplifying its reach
- To create a lasting tradition that carries forward their vision of generosity
- To be thoughtful stewards — maximizing the tax benefits of giving so more can go to the causes that matter
- To know that their legacy isn’t just about wealth, but about impact
Leave More Than Memories
The Dunham Donor-Advised Fund isn’t just about giving to charity — it’s about writing a story your family will carry on. It’s about teaching the next generation that generosity is part of who you are, and who they can be.
And because contributions may provide tax advantages and potential investment growth, your generosity can reach even further. More of your resources stay directed toward the causes you love, creating a legacy that blends both meaning and financial stewardship.
Make an Impact With Purpose
Enhance your charitable giving with a Dunham Donor-Advised Fund — designed to bring clarity, flexibility, and performance-driven management to every contribution.
Disclosures
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.
Federal and state laws and regulations are complex and subject to change, which can materially impact your results. Charitable deductions at the federal level are available only if you itemize deductions. Rules and regulations regarding tax deductions for charitable giving vary at the state level, and laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy or completeness of the information provided. Dunham Associates & Investment Counsel, Inc. (“Dunham”) cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.
All financial decisions and investments involve risk, including possible loss of principal. The market value of the Dunham Donor Advised Fund (“Dunham DAF”) is not guaranteed by UI and may fluctuate depending upon investment results.
Investors should carefully consider a fund’s investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.
A donor advised fund (“DAF”) is a separately identified account that is maintained and operated by a section 501(c)(3) organization, and is not a registered investment company.
The Dunham DAF is powered by UI Charitable (“UI”), a registered 501(c)(3) nonprofit in the United States who manages the charitable aspects of the Dunham DAF.
UI charges fees to the Dunham DAF for administrative services in accordance with the Fee Schedule as outlined in Appendix A of the UI Donor Advised Fund Agreement (“Agreement”). Accounts are subject to investment fees as outlined in the Agreement. A list of current fees and initial gift minimums is available upon request. There may be additional fees charged by the Financial Advisor that is separate from UI’s administrative and impact investment fees.
Contributions to the Dunham DAF are irrevocable contributions made to UI, a public charity.
Assets contributed to the Dunham DAF (once liquidated, if applicable) will be invested in the Dunham Asset Allocation Program sponsored by Dunham.
As the Program Sponsor, Dunham charges each donor a single service program fee (“Program Fee”) not exceeding 0.25%. In addition, a Financial Advisor may charge a client/donor an asset-based advisory fee (“Advisory Fee”) as specified in the Advisory Agreement. Detailed advisory and expense fee information about the Dunham Asset Allocation Program is available in the Wrap Fee Program Brochure available upon request.
As investment adviser to the Dunham Funds, Dunham receives the investment advisory compensation described in the Dunham Funds’ prospectuses and such fees are borne by all shareholders in the Dunham Funds, including the donor.
UI and Dunham are not affiliated entities.
*Non-traditional assets are subject to Dunham’s Donor Advised Fund requirements and acceptance.