Now introducing

Donor-Advised Funds (DAF) program

Flexible Plan Investments now offers a Donor-Advised Funds (DAF) program. This charitable vehicle allows investors to choose when they want to give and better organize their giving in one place, all while receiving tax advantages without tax consequences.

Flexible Plan Investments now offers a Donor-Advised Funds (DAF) program. This charitable vehicle allows investors to choose when they want to give and better organize their giving in one place, all while receiving tax advantages without tax consequences.

Learn more by viewing these materials:


National Charitable Endowment
NCE overview PDF
NCE presentation PDF
NCE Donor Application - Individual
NCE Donor Application - Organizations
NCE letter of instruction to transfer assets

Flexible Plan Investments
Donor-advised funds fee program PDF
FPI Charitable: An introduction to donor-advised funds on-demand presentation
FPI Charitable infographic
DAF FAQ

All QFC strategies available.