Charities
Help Your Donors Give More While Building Your Organization’s Capacity
Your high-net-worth donors want to make transformational gifts. But charitable remainder trusts, gift annuities, and other sophisticated vehicles require infrastructure most charities can’t afford to build. We provide the professional administration so you can say “yes” to gifts you’d otherwise have to turn down.
The Challenge for Charities
You know your donors could give more if they had the right tools. But administering complex charitable vehicles—trusts, annuities, pooled income funds—requires legal expertise, financial management, regulatory compliance, and ongoing oversight.
Most charities can’t justify the cost of building that infrastructure. So transformational gifts never happen, and your organization misses out on resources that could change everything.
How We Help
Advanta Philanthropic serves as your outsourced gift administration partner. We handle all the technical, legal, and administrative work so your organization can accept sophisticated gifts without building in-house infrastructure.
What We Provide
Professional gift administration from initial structuring through ongoing compliance
Donor education and support so your development team can focus on relationships
Complete regulatory compliance and financial reporting documentation
Flexibility to accept complex gifts without hiring staff or building systems
Strategies We Offer
We handle the full range of complex charitable vehicles so your organization can accept gifts that transform your mission.
Bargain Sales
Donors sell assets to your organization below market value, receiving both cash and a charitable deduction. We structure the transaction, coordinate valuations, and ensure compliance while your organization acquires valuable assets at reduced cost.
Charitable Gift Annuities
Donors make gifts in exchange for fixed lifetime payments. We calculate appropriate rates, manage reserve requirements, handle regulatory compliance, and ensure timely payments while your organization receives the remainder.
Charitable Gift Financing
Your donors can borrow to make major gifts while keeping cash and building wealth. We manage the loan structuring, insurance coordination, and compliance so you receive immediate funding without administration burden.
Charitable Lead Trusts
The trust pays your organization annually for a set term, then returns assets to the donor’s heirs. We manage trust administration and compliance while you receive predictable funding over multiple years.
Charitable Remainder Trusts
Donors transfer appreciated assets, receive lifetime income, and designate your organization as remainder beneficiary. We administer the trust, manage investments, handle tax reporting, and ensure compliance while you receive a transformational gift at trust termination.
Deferred Gift Annuities
Donors make current gifts and receive future income, allowing younger supporters to make meaningful commitments now. We administer the gift, manage investments, and handle all actuarial and compliance requirements.
Donation of Nonvoting Stock / Units in Closely-Held Businesses
Donors transfer business interests without diluting control. We coordinate valuations, ensure proper documentation, manage holding or disposition of interests, and facilitate your organization’s receipt of this complex asset type.
Endowment & Fund Management
Donors establish permanent funds to support your organization in perpetuity. We manage investments, ensure compliance with spending policies, handle distributions, and provide reporting while you receive sustainable long-term support.
Fiscal Sponsorship Programs
We accept and administer contributions for projects aligned with your mission that lack separate tax-exempt status. Donors receive immediate deductions, projects access funding quickly, and we handle all compliance and reporting.
Gifts of Appreciated Assets
Donors transfer stock, real estate, or other appreciated property to avoid capital gains taxes. We facilitate the transfer, coordinate with donors’ financial advisors, and ensure your organization receives full value without reduction for taxes.
Life Insurance Policy Gifts
Donors transfer existing policies or purchase new coverage naming your organization as beneficiary. We manage policy transfers, premium payment tracking, and beneficiary designations while you receive substantial future gifts.
Pooled Income Funds
Multiple donors contribute to a shared fund that pays them income, with remainder designated to your organization. We manage the fund, handle investor reporting, ensure compliance, and distribute income while you receive gifts at donor death.
Qualified Charitable Distributions
Donors age 70½ and older can transfer IRA funds directly to your organization, satisfying required distributions without tax consequences. We help you educate donors about this option and ensure proper documentation for tax compliance.
Supporting Organizations
Donors establish charitable entities that support your organization while maintaining governance involvement. We administer the entity, ensure regulatory compliance, and facilitate distributions to your organization.
Why Charities Work With Us
No Infrastructure Required
We provide turnkey gift administration. You don’t need to hire specialists, build systems, or navigate complex regulations.
Professional Donor Service
Your donors receive expert guidance and professional service, strengthening their connection to your organization.
Transparent Partnership
You stay informed about all gifts and maintain full visibility into how funds are managed and distributed.
Scalable Solution
Whether you’re accepting your first major planned gift or expanding an existing program, we scale to your needs.
Our Partners
Our charity partners include:
Mid-sized nonprofits ready to accept transformational gifts but lacking infrastructure
Smaller charities with high-net-worth donors seeking sophisticated giving options
Organizations expanding their planned giving programs
Development leaders who want to say “yes” to complex gifts without administrative burden
If your organization has donors who could benefit from sophisticated giving strategies but you lack the infrastructure to administer these gifts, we can help.
Ready to Explore Your Gift Acceptance Capabilities?
We’ll assess your situation, answer your questions, and determine if there’s a good fit.