Giving
Empowering values-aligned giving
OneAscent’s faith-based resources empower advisors like you to guide clients through identifying their passions, strategically directing their resources, and celebrating their lasting impact.
Equipping advisors to build the Kingdom through intentional philanthropy
Generous giving is the last step of the Values-Aligned Journey. Our advisor partners craft clients’ holistic financial strategies to build intentional legacies and leverage high-impact philanthropy.
When you effectively guide your clients to identify and then realize their ideal giving strategies, vehicles, and recipients, you help them to pass on a full, faithful legacy.
Solutions for faithful advisors and generous givers
Donor Advised Funds
Charitable giving vehicles with tax and operational benefits for many stewards.
A donor-advised fund (DAF) allows individuals, families, or organizations to contribute assets to a dedicated account, receive immediate tax benefits, and recommend grants from the fund to qualified charitable organizations over time.
Less than one percent of US adults use donor-advised funds (DAFs) because they have been traditionally marketed only to high-net-worth givers. Through OneGive, OneAscent has made it possible for advisors to connect all givers with the tax and philanthropic benefits of a DAF.
OneGive
OneGive simplifies donor-advised funds, low-fee giving accounts, and community funds so that every client can give generously, simply, and effectively. With immediate tax benefits, and a higher-impact return on gifts pooled with other donors, giving accounts facilitate meaningful, engaging philanthropy that aligns with the rest of a client’s financial strategy.
Low-Fee Giving Account
Simplified User Experience
Community Funds
Mobilize your community or family with tax-deductible funds, uniting like-minded donors to pool capital and more impactful charitable grants.
Philanthropic Advising
Over 50% of high-net-worth clients indicate they are dissatisfied if their financial advisors do not offer advice or services related to charitable giving, suggesting that clients expect it to be a core part of the financial planning process. (Source: U.S. Trust)
With OneAscent, you can offer the integrated philanthropic guidance high-net-worth families need and expect. Through Stewardship 360, our proprietary process for aligning families around a mission for multi-generational philanthropy, your guidance can create full, lasting legacies and maximize the joy that comes with effective philanthropy.