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.

Get started

Set up your Donor-Advised Fund account in 3 easy steps.

  1. Complete the Donor Application PDF
  2. Complete the Strategy allocation sheet PDF
  3. Complete a suitability questionnaire PDF
  4. Submit to our New Accounts team at newmoney@flexibleplan.com. The New Accounts team will work directly with National Charitable Endowment to establish the Donor-Advised Fund account.
Please contact Brandon Noronha with any questions at 800-347-3539 x 146 or by email at bnoronha@flexibleplan.com.

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

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

Available strategies