Personal Investments / Donor-Advised Funds

Donor-Advised Funds

A simple, tax-advantaged way to support your favorite charities.

Donor-advised funds are a charitable giving vehicle. This unique fund is designed to simplify your donations, provide tax advantages and help you — and, more importantly, your favorite charities — get the most from giving. At Frost, we partner with the Southwest Community Foundation to facilitate our donor-advised funds. 

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How does it work

Think of it as your personal account dedicated to your charitable giving. Instead of sending multiple donations to various charities, all contributions are made into one fund. Your contributions are tax-deductible and invested with the potential for tax-free growth.

Give
Make one tax-deductible donation. Donations can be made in the format of cash, stocks, real estate or non-publicly traded assets.
Grow
Choose from one of our investment models. That way, contributions can grow into a more substantial gift for the future. All growth is tax free.
Grant
Tell us which IRS-qualified charity you would like to support and we take care of the rest. (Minimum grant $100)

For additional information on when taxes would apply, click here.

What are the benefits for you?

In addition to the tax advantages and the greater impact of your giving, a donor-advised fund offers you: 

  • Convenience

    You can submit your grant requests to your Frost wealth advisor.

  • Confidentiality

    Every check includes a cover letter that references your fund name or is marked “anonymous” at your request.

  • Flexibility

    There are no annual distribution requirements, so you can make as few or as many grant submissions as you choose.

  • Transparency

    Quarterly statements provide you with regular updates on fund balance, deposits and grant distributions.

About the Southwest Community Foundation

The Southwest Community Foundation (SWCF) and its affiliates have been serving families, businesses and nonprofits in Texas for 50 years. For the year ending December 31, 2024, the foundation distributed over $15.5 million to hundreds of charities and had more than $70.4 million in assets under management.

Learn about SWCF

Let's talk

We’ll talk about your philanthropic goals, answer all your questions and walk you through the entire process.

Request a call or email