Legacy Funds

Open a Legacy Fund, a donor-advised fund for your family.

Give to a donor-advised fund at Paramount Impact, get an acknowledgment for the year you give, and recommend grants to public charities over time. The fund is charitable property: you recommend the grants, and we hold legal control.

Already have a Legacy Fund? Use Fund login or call (480) 608-3000.

Our fees are posted on one page: Ways to Give.

How it works

  1. Tell us what your family wants to support and what it won't fund.
  2. Open the fund and contribute assets we can accept.
  3. Recommend grants to public charities. We review each one and keep the record.

A donor-advised fund is simpler to run than a private foundation, and your grants aren't listed under your name on a Form 990-PF. Keep in mind that the assets in the fund belong to the charity, so it isn't a personal account.

What we do

Open a Legacy Fund

Every fund starts with a conversation. We'll tell you what we need from you and what happens next.