The 3-Month Guided Setup
Hands-on help from first conversation to first grant. By the end of month three, our goal is that you can have a funded donor-advised fund and your first grant recommendation submitted, subject to your own decisions and your sponsor's approval.
Book a Free Consultation CallMonth 1
Vision & Foundation
- Your giving vision and mission, written with your family
- Donor-advised fund or private foundation: choosing the right vehicle
- Comparing sponsors and choosing yours
- Naming your fund and choosing donor-advisors and successors
- Your CPA question list, ready for your next meeting
Month 2
Launch
- Completing your application with the sponsor you chose
- Your welcome call with the sponsor
- Your first gift, sent directly from you to your fund
- Understanding the sponsor’s investment pool options so you can choose
- Your money-flow map from business to fund to the charities you support
Month 3
Giving in Motion
- Vetting the charities on your shortlist
- Setting your giving rhythm and calendar
- Recommending your first grant
- Your annual giving plan and family meeting outline
What We Do, and What We Never Do
- We teach, prepare, and walk each step with you.
- You open the fund yourself, directly with the sponsor, and you serve as its donor-advisor.
- We never receive, hold, invest, or move your charitable dollars.
- We explain how a sponsor’s investment options work; we do not recommend or direct investments.
- We coordinate questions for your CPA and attorney; they advise you on your taxes and legal matters.
Education and process guidance only; not tax, legal, or investment advice. Confirm your situation with your CPA and attorney. Kingdom Portfolios is not a DAF sponsor and never receives, holds, or invests charitable dollars. We receive no compensation, referral fees, or revenue share from any DAF sponsor or charity. Your fund is opened directly with the sponsor you choose, under the name of your choosing. Our fee is a service fee, not a charitable donation, and is not deductible as a charitable gift.