A Donor Advised Fund at SA Partners can be set up by individuals, groups, or companies. Contributors to the Fund receive a tax-credit. SA Partners manages the administrative and grant making duties associated with the Fund, including gift acknowledgements, grant agreements, fund transfers, as well as reporting to the donor and securing reports from the grantee. If you already know what you want to support or are seeking advice about how to support meaningful change in
To discuss setting up a Donor Advised Fund contact Martina Bouey at
or call (617) 443-1072.
Examples of current Donor Advised Funds:
Kugler Family Fund
Since 2008, the Kugler Family has been working with the
Open Books, Open Minds Fund
After a visit to
SA Partners worked with the donors to help them establish relationships with local schools. The Open Books, Open Minds Fund was set up to support 3 schools in the
Bristol-Myers Squibb Kids Care Fund
Bristol-Myers Squibb Foundation (BMSF) wanted to provide a vehicle for Bristol-Myers Squibb employees to make contributions (including payroll-deducted contributions) matched by BMSF, to aid non-profit organizations in southern Africa that provide care and support for children orphaned by HIV/AIDS. BMSF established the Kids Care Fund to assist in this effort. SA Partners works in tandem with the BMS Foundation staff to manage the other administrative aspects of this fund.