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Generosity, Guided by
Purpose

Donor Advised Funds were created to help bring more intention, organization and purpose to charitable giving.

Gryphon Wealth has always believed that giving back is part of a broader financial life. A donor-advised fund gives you a simpler way to support the causes you care about, while connecting your generosity to long-term planning, family values and community impact.

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A Simpler Way to Give

Think of a donor-advised fund as an investment account created specifically for charitable giving. It’s a simple, organized way to handle your charitable giving in one place.

Here’s how it works:

You donate.

Contribute eligible securities or cash to your account, and receive a tax benefit right away.

It has the chance to grow.

While you decide which causes to support, the funds in your account can be invested — designed to grow so your giving goes further.

You choose who receives it.

Whenever you’re ready, you decide which qualified charities receive support from your account, on a timeline that makes sense for you.

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How Gryphon Wealth Helps

You do not need to have every answer before starting the conversation.

Gryphon Wealth can help you think through your goals, the causes you care about, how charitable giving fits into your broader financial picture and how to build a more thoughtful strategy for giving over time.

We also believe the structure should support your giving, so we’ve built in a meaningful discount for your fund. That means less of your money goes to fees, and more of it goes to the organizations and causes you care about.

Take The Next Step

Start the Conversation

If you are thinking about giving back and are not sure how to take the first step, Gryphon Wealth would be honored to help.

Take the next step

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Gryphon Wealth

Contact Us

info@gryphon-wealth.com

Main: 904.450.5330
Fax: 904.450.5331

Location

4600 Touchton Road E
Building 200, Suite 110
Jacksonville, FL 32246


Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Gryphon Wealth, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name.