Free · Orientation Call + 7 Days of Guided Launch
The 7-Day Seed
Start with a free orientation call. Then we walk with you for seven days, free, from your giving vision to a submitted application for your own donor-advised fund.
Your Free Orientation Call
We talk through your giving, your year, and whether a donor-advised fund fits your family. If it does, your seven days start that day.
Vision & Sponsor
- Your giving vision and mission, in your own words
- Donor-advised fund or private foundation, in plain language
- Choosing your sponsor: the trusted faith-based sponsor we recommend, or one you already work with
- Your question list for your CPA
Name & Launch
- Naming your fund and your successor donor-advisors
- Walking through the application together
- Preparing for your sponsor’s welcome call
Seed & Plan
- Your money-flow map and first-gift plan, confirmed with your CPA
- A shortlist of charities that touch your heart
- Your first grant plan and a simple giving calendar
Free Accountability All Week
Short check-ins through the week so nothing stalls. By day seven your fund is launch-ready and your application is submitted. How quickly it is approved is up to the sponsor, often a few business days.
A note on business gifts: gifts made by the business entity itself follow different rules than gifts you make personally. C-corporations are generally limited to 10% of taxable income, with a 1% floor starting in 2026. Pass-through businesses generally pass gifts through to their owners. Confirm with your CPA who the donor should be.
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 trusted faith-based DAF sponsor we recommend, or any sponsor you already work with, under the name of your choosing. Our fee is a service fee, not a charitable donation, and is not deductible as a charitable gift.