An independent 501(c)3 nonprofit organization. We are committed to providing exceptional donor services, in ways that will surpass your expectations.
A donor advised fund is a charitable giving vehicle wherein an individual, family or corporation makes an irrevocable, tax-deductible contribution of personal assets to a charity and at any time thereafter can recommend grant distributions to qualified charitable organizations.
CertusCharitable Giving Fund, Inc. is a public charity as described in the Internal Revenue Code Sections 501(c)(3), 509(a)(1) and 170 (b)(1)(A)(vi), whose application to the IRS for a determination letter of its status is pending with the IRS.
Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for recommendations and before changing or implementing any financial, tax, or estate planning strategy.
CertusWealth Philanthropic is a division of CertusBank, N.A., Member FDIC. Banking and fiduciary activities are performed by CertusBank, N.A., and its trust division CertusWealth Trust. Brokerage services may be provided by CertusSecurities, Inc., member FINRA and SIPC.
Investment products: Are Not FDIC Insured · Are Not Bank Guaranteed · May Lose Value
Investment advisory services may be provided by CertusInvestment Advisors, LLC, a registered investment advisor. CertusInvestment Advisors, LLC may employ investment products sponsored, managed, distributed or provided by companies that are affiliates of CertusBank, N.A. or in which CertusBank, N.A. has a substantial economic interest. Custody of securities and funds may be provided by CertusWealth Trust or by a third party custodian with which an affiliated CertusBank, N.A. company may have a compensatory agreement. CertusBank, N.A., CertusSecurities, Inc., and CertusInvestment Advisors, LLC are affiliated businesses and are wholly owned subsidiaries of CertusHoldings, Inc.