Windrose Advisors

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The Windrose Advisors Charitable Giving Fund is a donor advised fund program—a flexible, tax-advantaged charitable solution that can help you support the causes most important to you and simplify your giving over time.

We are committed to providing service and support that make your charitable planning rewarding and hassle-free. We appreciate your commitment to philanthropy and are here to help anytime you have a question. You can always contact us or talk to your relationship manager about other ways Windrose Advisors may be able to help you meet your needs.

Windrose Year-End Timeline

Benefits:

  • Easy to establish and maintain
  • Low initial funding requirement
  • Flexible alternative to direct giving
  • Less administrative responsibility and fewer restrictions and fees than private foundations
  • Professional investment management of account assets
  • Potential growth of account assets
  • Contributions and grant recommendations made on your timetable
  • Tax deductible charitable contributions
  • Anonymous contributions and grants available

Once your account application has been submitted, please notify your Windrose Advisors Relationship Manager to discuss next steps with completing your Donor Advised Fund application.

For client support, please contact your Windrose Advisors Relationship Manager or Windrose Advisors at 800-605-7917 or windrose@reninc.com.

Donor Contribution Agreement

Account Information Change Form

Windrose Advisors | 800 South Street | Suite 600
Waltham, MA 02453
Ph: 617-421-1750

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