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How the Charitable Partners Program Works

Strengthen Your Client Relationships by Leveraging Our Expertise in Philanthropic Giving

The DCF, a 501(c)(3) nonprofit organization, will partner with you and your clients who wish to donate assets to create charitable funds to benefit nonprofit organizations or causes.

Apply Online

Join the Charitable Partners Program.
Complete our online application. All members of the Charitable Partners Program will be listed on the DCF website, even before they have an active client.

Establish and name your pool.
Create and name your Partner Pool with a minimum of $250,000 total, from one or more clients. The DCF becomes your client and opens an investment account with you.

Develop your DCF investment strategy.
Design an investment strategy for the Partner Pool in alignment with the DCF Investment Policy.

Manage the assets and earn fees.
Investment managers participating in the Charitable Partners Program continue to earn their standard management fees on the assets in the Partner Pool. The DCF handles all administrative requirements of the charitable fund and applies a standard administrative fee.

Encourage other clients to join your pool.
After the initial $250,000 Partner Pool is established, clients may be added to the Pool by giving as little as $15,000 or $25,000, depending on the type of charitable fund they establish. Your clients may even establish legacy funds, which require no immediate financial gift. The DCF will work with you to produce informational materials to use with your clients.

Additional terms and conditions apply.

For more information, contact Joan Hoge-North, vice president for philanthropy, 302.504.5224.

DCF Charitable Partners

Paul L. Bechly, Financial Advisor, Morgan Stanley

Daniels & Tansey

Brian Davis, Financial Advisor, Morgan Stanley

Garrett Hadley, Financial Advisor, Morgan Stanley

Charles Mitchell, Financial Advisor, Morgan Stanley

Duene Oaks, SEI

Robert Pennartz, The Financial House

Peni Warren, Merrill Lynch

The Hart Group/Jennifer Wick, Merrill Lynch

Charitable Partner Benefits

Benefits to You

• Continue to manage and earn fees on assets your clients donate to the DCF.
• Maintain strong client relationships.
• Add philanthropic advice to your offering.
• Get help facilitating donations of non-cash assets, bequests and other complex gifts.
• Ensure your clients’ charitable giving aligns with their other financial goals.

Benefits to Your Clients

• Immediate tax advantages.
• Highly personalized service from people who are passionate about Delaware.
• Access to expertise and relationships to maximize the impact of their charitable giving in Delaware and around the world.
• A place in our community of givers, including opportunities to learn about community needs and how to help improve the lives of others.
• Continue to benefit from your trusted advice.

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