Supporting Organizations

Supporting Organizations (SOs) offer a unique solution for donors that would like more flexibility in grantmaking and more control over investments than a Donor Advised Fund (DAF), without the increased regulations and administrative burden of a private foundation.  SO’s also carry public charity status and the same tax benefits as a DAF.  They can be funded with privately held stock, real estate, and other privately held assets and provide fair market value income tax deductions, unlike a private foundation.

This hybrid-type foundation is outlined under Section 509(a)(3) of the IRC and carries with it specific requirements in setup, operation, and management. Crewe Foundation Services offers this foundation option in Type I format and can handle everything from setup and funding to a full suite of ongoing administration services.

Ready to Start Your Supporting Organization?

With our network of trusted and proven legal professionals, we will draft and file the following initial creation documents and handle all filings and compliance:

  • Articles of Incorporation or Trust Document
  • Bylaws
  • Conflict of Interest Policy
  • Federal EIN
  • IRS Form 1023 Application for Tax Exemption
  • Policies and Governance
  • Establish Board Member Structure
  • Define Roles and Responsibilities
  • Create and Implement Organizational Policies and Procedures
  • Compliance Management with State and Federal Regulators
Our full suite of foundation management tools and services will allow you to focus on the important work – giving.  Allow us to handle the following aspects of ongoing administration:
  • Grants Management
    • Full online access for research and grant requests
    • Grant recipient due diligence and qualification
    • Set up and negotiations of all grant agreements
    • Foreign grant setup and management
    • Grant processing
    • Grant reporting  
    • Grant responses and communication
    • Annual and quarterly grant reports
  • Accounting and Bookkeeping
  • Tax Reporting and Filing
  • Compliance Management with State and Federal Regulators
  • State Registration

Open a New DAF Account

Tell us a bit about yourself.

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Thank you!

Please download, complete, and return the following forms:

The above documents will also be forwarded to you by email.  Please return signed forms via email to or by fax to (801) 563-1971.

You will be contacted by a Crewe Foundation Specialist when your new account has been created and is ready for funding.