Elevate your giving.
Optimize your wealth.
Up to $5,000 Matched on Your Donor-Advised Fund Contribution
Make your charitable dollars work harder and your wealth work smarter.
Meet with a personal advisor for a complimentary consultation to personalize a tax-smart investment and giving plan and to set up your DAF.
Meet with a personal advisor for a complimentary consultation to personalize a tax-smart investment and giving plan and to set up your DAF.
To qualify, you must maintain an active advisory relationship with Evergreen Wealth and initiate your contribution by December 31, 2025. Clients with $1,000,000 or more in assets under management (AUM) as of the contribution initiation date qualify for a match up to $5,000; clients with under $1,000,000 AUM qualify for a match up to $1,000.
Turn Your Success Into Significance
You've worked hard to build wealth, manage your career, and plan for your family's future. Now you're looking for ways to align that success with what matters most, creating lasting impact while optimizing your financial outcomes.
Many affluent investors face:
Many affluent investors face:
.svg)
The need to make year-end tax moves before 2026's less favorable rules take effect.
Feeling that charitable giving isn't integrated into an overall wealth strategy.
Balancing generosity with tax efficiency and portfolio goals.
Evergreen Wealth helps you connect your financial plan with your philanthropic vision, so your giving can become a seamless part of your wealth strategy.
How It Works
1
Meet with your advisor.
Begin with a complimentary consultation to align your charitable goals with your overall wealth plan.
2
Fund your Evergreen Wealth account.
Open and fund your brokerage account with a minimum of $250,000 in investable assets.
3
Open your DAF.
Choose from pre-built portfolios or design a custom allocation that reflects your values.
4
Contribute before December 31, 2025.
Evergreen Wealth will match your DAF contribution: up to $5,000 for clients with $1 million or more in assets under management, and up to $1,000 for clients with under $1 million.
5
Maximize your impact.
Receive immediate tax benefits. Avoid capital gains on appreciated assets and, if you itemize, claim a charitable deduction all while your contribution continues to grow tax-free until granted to charities of your choice.
Your contribution must be initiated by December 31, 2025 to qualify for the match and capture the current tax advantages.
Tax Advantages of a Donor-Advised Fund
With a donor-advised fund, your generosity can also work strategically for your finances:
Reduce your taxable income
by receiving an immediate deduction when you contribute.
Avoid capital gains taxes
when donating appreciated stock or other eligible assets.
Grow your contributions tax-free
until you grant them to the causes you care about.
Keep your giving organized
with one simple account and all donation receipts in one place.
At Evergreen Wealth, your advisor helps you integrate these benefits into a comprehensive investment and giving plan, so your wealth and your impact can work in sync.
Why Choose Evergreen Wealth
As a member of Evergreen Wealth, you gain more than investment management. You gain a tax-smart partner to help you build, preserve, and share your wealth.
Membership Benefits
Dynamic Portfolios™
Custom-built and personalized to your specific needs and preferences, designed for optimal risk-adjusted return using Nobel Prize winning investment principles, with direct indexing and daily tax-loss harvesting screening.
Advanced Tax Strategies
Integration of up to 12 techniques such as tax transitions, family gifting, charitable giving, and estate planning to maximize efficiency.
Dedicated Fiduciary Advisor
A personal relationship with an advisor legally bound to act in your best interest.
Evergreen Intelligence™
On-Demand Answers. Ask a question in the app and get instant, thoughtful responses day or night informed by your real data and financial profile.
At Evergreen Wealth, we combine human guidance with advanced technology to deliver smart, tax-efficient investing. Founded by Bill Harris, former CEO of PayPal, CEO of Intuit (TurboTax and QuickBooks), and founding CEO of Personal Capital, Evergreen Wealth's mission is to build lasting wealth for you and your family.
What You'll Gain
Double your charitable impact with Evergreen's limited-time DAF match.
Turn appreciated assets into opportunity by avoiding capital gains and claiming a tax deduction.
Simplify your legacy planning through a personal foundation structure that reflects your values.
An advisor committed to helping build lasting wealth through intelligent portfolio management and proactive tax strategy.
Partner with a fiduciary team that unites technology, expertise, and care for your financial future.
Message from Our Founder
Hear from Evergreen Wealth's founder, Bill Harris, and Adam Nash, founder of Daffy—our partner in building your DAF account—on how this partnership helps you give smarter and grow your wealth tax-efficiently.
Secure Your Match and Your 2025 Tax Advantage
You can secure your match and set up your giving in three steps.
1.
Schedule your complimentary consultation with an Evergreen Wealth advisor.
2.
Fund your Evergreen Wealth brokerage account with a minimum of $250,000 in investable assets.
3.
Open your DAF and make your first contribution by December 31, 2025.
Up to $5,000 for clients with $1 million or more in assets under management, or up to $1,000 for clients with under $1 million in assets under management. Offer valid on qualifying contributions initiated between November 18 and December 31, 2025.
Common Questions
What is the minimum I must fund to qualify?
You must fund your Evergreen Wealth brokerage account with at least $250,000 in investable assets.
How much will Evergreen Wealth match?
Up to $5,000 for clients with $1 million or more in AUM, or up to $1,000 for clients with under $1 million.
When must I contribute?
Between November 18 and December 31, 2025.
Do I need to commit to giving more in the future?
No. Only your first contribution during the promotion window qualifies for the match.
What makes Evergreen different?
Personalized tax-aware portfolios, fiduciary advice, AI insights, and integrated financial planning.
Why act before December 31, 2025?
Current tax laws provide more favorable treatment for DAF contributions in 2025. Acting now secures those advantages.
Is a donor-advised fund right for me?
If you're seeking an efficient, tax-effective way to give now and grant later, with control over your charitable impact, a DAF is an excellent tool. Your advisor can help determine whether it fits your situation, but it's always recommended to consult with a tax professional to understand the full implications.
Evergreen Wealth Advisors ("Evergreen Wealth") will match eligible client contributions to DAFFY charitable giving accounts initiated through December 31, 2025. Clients with less than $1,000,000 in assets under management (AUM) with Evergreen Wealth as of the contribution initiation date are eligible for a match of up to $1,000, while clients with $1,000,000 or more in AUM are eligible for a match of up to $5,000. To qualify, clients must maintain an active advisory relationship with Evergreen and initiate their contribution by December 31, 2025.
For tax purposes, the timing of a charitable contribution is determined by when the contribution is completed, which may differ from the contribution initiation date. Clients should consult their tax advisor to determine the applicable tax year for any contribution.
Contributions may be made via ACH or Wire Transfer, credit card, or securities. If securities are contributed, Evergreen Wealth will determine the match amount based on the fair market value of the securities on the initiation date of transfer, as reported by the custodian or Daffy. All matching contributions from Evergreen Wealth will be made in cash directly to the client's Daffy account. Clients may contribute multiple amounts but Evergreen Wealth will provide one match up to the limit per household.
Daffy is an independent, unaffiliated third party with no compensation arrangement with Evergreen Wealth. Clients pay no additional fees to open or maintain a Daffy account or make a qualifying contribution. Once accepted, contributions are irrevocable and become the property of the DAF sponsor. Clients should review the DAF sponsor's terms and consult their tax, legal, and accounting advisors regarding their individual circumstances. Evergreen may verify eligibility and modify or end the program at any time.
Investment Advisory Services offered through Evergreen Wealth Advisors.
All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. The information presented is for educational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell any security or adopt any specific investment strategy.
Evergreen Wealth Corporation and Evergreen Wealth Advisors do not provide tax, legal, or accounting advice. Any references to tax treatment or potential benefits are general in nature, may not apply to all investors, and are not intended to be relied upon for tax planning or charitable giving decisions. To claim a charitable deduction, you must itemize your deductions, and actual tax outcomes will depend on your individual circumstances.
You should consult your own tax, legal, and accounting advisors before making any financial decisions or implementing any strategies discussed.
For more information about Evergreen Wealth's investment advisory services and Donor-Advised Fund offerings, please refer to Evergreen's Form ADV Part 2A and Form CRS, available here.
For tax purposes, the timing of a charitable contribution is determined by when the contribution is completed, which may differ from the contribution initiation date. Clients should consult their tax advisor to determine the applicable tax year for any contribution.
Contributions may be made via ACH or Wire Transfer, credit card, or securities. If securities are contributed, Evergreen Wealth will determine the match amount based on the fair market value of the securities on the initiation date of transfer, as reported by the custodian or Daffy. All matching contributions from Evergreen Wealth will be made in cash directly to the client's Daffy account. Clients may contribute multiple amounts but Evergreen Wealth will provide one match up to the limit per household.
Daffy is an independent, unaffiliated third party with no compensation arrangement with Evergreen Wealth. Clients pay no additional fees to open or maintain a Daffy account or make a qualifying contribution. Once accepted, contributions are irrevocable and become the property of the DAF sponsor. Clients should review the DAF sponsor's terms and consult their tax, legal, and accounting advisors regarding their individual circumstances. Evergreen may verify eligibility and modify or end the program at any time.
Investment Advisory Services offered through Evergreen Wealth Advisors.
All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. The information presented is for educational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell any security or adopt any specific investment strategy.
Evergreen Wealth Corporation and Evergreen Wealth Advisors do not provide tax, legal, or accounting advice. Any references to tax treatment or potential benefits are general in nature, may not apply to all investors, and are not intended to be relied upon for tax planning or charitable giving decisions. To claim a charitable deduction, you must itemize your deductions, and actual tax outcomes will depend on your individual circumstances.
You should consult your own tax, legal, and accounting advisors before making any financial decisions or implementing any strategies discussed.
For more information about Evergreen Wealth's investment advisory services and Donor-Advised Fund offerings, please refer to Evergreen's Form ADV Part 2A and Form CRS, available here.