Giving Solutions
Personalized philanthropic services that facilitate Kingdom impact
We are all stewards, and everything we have been given has the potential to bless mankind and build the Kingdom.
OneAscent’s giving solutions are designed to equip financial advisors, individuals, families, family offices, and nonprofit organizations with the tools and strategies they need to steward God’s resources with purpose and lasting impact.
OneAscent’s giving solutions are designed to equip financial advisors, individuals, families, family offices, and nonprofit organizations with the tools and strategies they need to steward God’s resources with purpose and lasting impact.
Ask the right questions
Personalized philanthropic advising begins with genuine curiosity. Advisors begin by
guiding stewards to identify their ideal legacies.
- What are you most passionate about?
Whether it is a specific charitable cause, your family, or your community, we want to know what drives you. Together, we will identify what people and places you love most and why.
- What problem in the world do you want to be a part of solving?
In a broken world, there are countless problems that need to be solved. Your greatest legacy and impact comes when you choose to focus on one problem that matters most to you.
It may be spreading the Gospel to unreached peoples, increasing educational access, granting access to clean water, or fighting childhood disease. The solution comes when you pair your resources with 1,000 other people who also care most about that problem. Through our giving tools, we help to direct collective resources to make a real impact.
It may be spreading the Gospel to unreached peoples, increasing educational access, granting access to clean water, or fighting childhood disease. The solution comes when you pair your resources with 1,000 other people who also care most about that problem. Through our giving tools, we help to direct collective resources to make a real impact.
Align giving with your financial strategy
Discovery
Understand what matters most to you and unify multi-generational families around a shared mission
Alignment
Bring financial decisions and investments into harmony with what you value
Impact
Measure and celebrate tangible outcomes generated when resources align with your preferred future
Generous giving is the last step of the Values-Aligned Journey. We craft your entire financial strategy to aim at the legacy you want to create with your aligned investing and directed giving.
We fundamentally believe that stewardship is your legacy. When you align your deeply held values with God’s values, you create impact that extends far beyond financial assets.
Choose the right solutions to support your legacy
OneAscent’s giving solutions offer flexible options for all stewards and streamline administration so every audience we serve—from advisors to families and foundations—can focus on philanthropic impact.
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.
There are benefits for many philanthropists of all means and streamline charitable giving. Instead of tracking many individual donations for tax pur- poses, stewards give one amount to the fund, receive immediate tax benefits, and give to charities over time. Talk with your advisor to decide if a DAF is right for you.
There are benefits for many philanthropists of all means and streamline charitable giving. Instead of tracking many individual donations for tax pur- poses, stewards give one amount to the fund, receive immediate tax benefits, and give to charities over time. Talk with your advisor to decide if a DAF is right for you.
OneGive
The giving account platform designed for everyone.
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
Start giving easily with no minimum opening balance and no-fee accounts for those with lower balances.
Simplified User Experience
Contribute and track donations directly or with advisor assistance on a user-friendly platform that generates one tax receipt.
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
Supportive research and reporting services to maximize philanthropic impact.
Over 50% of high-net-worth clients indicate they are dissatisfied if their fi- nancial 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 propri- etary 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.
With OneAscent, you can offer the integrated philanthropic guidance high- net-worth families need and expect. Through Stewardship 360, our propri- etary 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.
Start giving.
Make an appointment for a consultation with our team. We will help connect you with the right support, resources, and guidance to leave a lasting legacy for your family’s or your organization’s mission.
Getting Started
Get in touch with your advisor to enroll you in the program and unlock strategic giving experiences in a few simple steps.