◈ Homepage — https://edwardcharlesfoundation.org/contact/ECF Edward Charles Foundation THE GOLD STANDARD IN OUTSOURCED PHILANTHROPY PLATFORM BACK OFFICE TECHNOLOGY FUND TYPES EDUCATION TEAM OPEN A FUND Home › Contact Us GET IN TOUCH Let's Make a Difference Together Whether you’re ready to open a fund, exploring your options, or have a question for our team — we’re here to help. Reach out through any of the channels below. General Inquiry SEND US A MESSAGE FIRST NAME LAST NAME EMAIL ADDRESS PHONE (OPTIONAL) I AM A… Select your role Individual / Donor Financial Advisor Family Office Corporate / Foundation Celebrity / Public Figure Nonprofit / Charitable Project Other AREA OF INTEREST Select a topic Open a Charitable Fund Donor Advised Fund Fiscal Sponsorship Schedule a Consultation Accelerator Program Advisor / White-Label Partnership Fund Portal / Technology General Question MESSAGE SEND MESSAGE → Our team typically responds within one business day. For urgent matters, please call us directly at (310) 694‑3734. Your information is kept strictly confidential. A member of our team will be in touch within 1–2 business days. Office & Contact Mailing Address ◈ ADDRESS Edward Charles Foundation 269 S. Beverly Drive, Suite 338 Beverly Hills, CA 90212 ◈ PHONE (310) 694‑3734 ◈ FUND PORTAL edwardcharlesfoundation.com Hours & Response Times ◈ OFFICE HOURS Monday – Friday 9:00 AM – 6:00 PM PT ◈ INQUIRY RESPONSE Within 1 business day ◈ CONSULT SCHEDULING Same-week availability for most requests IRS Classification ◈ STATUS Independently Audited 501(c)(3) ◈ CLASSIFICATION IRS-Approved Public Charity ◈ FINANCIALS View ECF Financials → ECF Edward Charles Foundation PHILANTHROPIC PLATFORM An independently audited, IRS-approved 501(c)(3) public charity serving philanthropists, advisors, and family offices since 2007. ★ ★ ★ ★ 4/4 Stars — Charity Navigator PLATFORM 8 Fund Structures Open A Fund Donor Advised Funds Fund Quiz Fund Portal Login EDUCATION Accelerator Program Advanced Accelerator Case Studies FAQ ADVISORS General Info Schedule a Consult ECF Financials Philanthropic Advisors ABOUT Our Mission Team Contact ◈ Interior Pages — 12 pages crawledEDUCATION – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND EDUCATION Home › EDUCATION Education & Resources Learn to Give More Strategically ECF’s education platform brings together live events, structured programs, expert webinars, video and podcast libraries, case studies, and in-depth written resources — everything you need to become a more effective and informed philanthropist. ◈ PhilanthropyTouch Events ◇ Accelerator Programs ▷ DAF Webinar ▣ Video & Podcast Library ✦ Blog ◉ Case Studies ◆ ECF Projects ? FAQ Quarterly Events Philanthropy Touch Event Series Quarterly in-person gatherings bringing together fund holders, philanthropists, advisors, and industry leaders for focused conversation at the intersection of philanthropy and culture. Held at the Beverly Hills Tennis Club. Feb 10 6:00 PM – 7:30 PM PhilanthropyTouch Celebrity Philanthropy: An Insider’s Guide An insider’s look at how celebrities structure charitable campaigns, establish named funds, and create lasting philanthropic legacies. Beverly Hills Tennis Club, CA Apr 21 6:00 PM – 7:30 PM PhilanthropyTouch Music & Philanthropy Exploring how the music industry intersects with charitable giving — from artist-driven funds to royalty donations and music-focused fiscal sponsorships. Beverly Hills Tennis Club, CA Jul 14 6:00 PM – 7:30 PM PhilanthropyTouch Upcoming · 2026 Sports Philanthropy How athletes, sports organizations, and leagues are building impactful charitable platforms — from scholarship funds to community initiatives. Beverly Hills Tennis Club, CA Oct 13 6:00 PM – 7:30 PM PhilanthropyTouch Upcoming · 2026 Health & Wellness Philanthropy A focused evening on charitable giving in the health and wellness sector — disease research, mental health advocacy, and wellness-driven fund structures. Beverly Hills Tennis Club, CA View All Events Programs Accelerator & Coaching Programs Developed by ECF Founder Kent Seton, the Accelerator series teaches the “Business of People” — a framework for scaling charitable enterprises through relationships, storytelling, and strategic social capital. Webinar Series Charitable Structures Deep Dive Expert-led webinars for financial advisors and fund holders navigating donor advised funds, private foundations, and charitable giving structures. Recording Available Navigating Charitable Structures Like a Pro Kent Seton and Kirk Scott joined Investment News — a preeminent wealth management publication — for a live deep dive into charitable fund structures. Ideal for advisors looking to elevate philanthropic conversations with high-net-worth clients. KE Kent Seton ECF Founder KI Kirk Scott ECF Team Watch Recording → Learn More Topics Covered Donor Advised Funds — structure, strategy & tax implications Private Foundations vs. DAFs — when to use each Non-cash asset contributions & alternative investments International grant-making and compliance Elevating philanthropy conversations with HNW clients In Collaboration With Investment News Digital Library Video & Podcast Resources On-demand content covering fiscal sponsorship, DAF structures, philanthropy strategy, and written guides — built for newcomers and experienced fund holders alike. Video Library Educational Video Series Short-form video guides covering fiscal sponsorship models, DAF structures, 501(c)(3) basics, and the differences between fund types. 7 Videos Available Podcast PhilanthropyTouch Podcast Conversations on charitable giving, fund strategy, and the intersection of philanthropy with business, culture, and impact. Episodes + Teasers Blog Written Articles & Guides In-depth articles on fiscal sponsorship agreements, DAF limitations, charitable fund structures, and compliance. 10+ Articles FAQ Frequently Asked Questions Answers covering fund types, compliance, costs, earmarking rules, and the application process — organized by topic. Organized by Topic From the Blog Recent Articles & Guides Practical knowledge on charitable fund structures, fiscal sponsorship law, and philanthropic strategy — written by ECF Founder Kent Seton and the ECF team. Featured Article May 2026 Donor Advised Funds: An Overview What’s wrong with Donor Advised Funds? Absolutely, nothing. Drew Lindsay of the Chronicle of Philanthropy (the leading publication on all things related to current events of philanthropy) published in an Article January 17, 2019, that assets under the management of donor advised funds have grown to over 110 billion dollars in 2017. In the National […] Read Article May 2026 Fiscal Sponsor Funds: An Overview → May 2026 What is the difference between Fiscal agent and Fiscal sponsor? → May 2026 Can a nonprofit be a fiscal sponsor? → May 2026 Utilizing a 501c3 Fiscal Sponsor for Funding Film Documentaries → April 2026 What Is a Fiscal Sponsor Agreement? Compliance · Legal → Showing 6 of 10+ articles — covering fiscal sponsorship, DAFs, compliance, and charitable strategy. View All Articles Case Studies ECF Fund Success Stories Real examples across fund types, industries, and client profiles — from Silicon Valley incubators and celebrity campaigns to international grant-making and NBA scholarship funds. 01 Silicon Valley · Fiscal Sponsor 501(c)(3) Umbrella for Top Incubator ECF served as the charitable umbrella for a leading incubator’s social enterprise portfolio — including oversight of a multi-million dollar Gates Foundation grant. → 02 HNW Individual · Donor Advised Fund Complex Non-Cash Asset Investment A high-net-worth donor used ECF’s flexible DAF to invest charitable funds in real estate — a deal that has since grown more than 25% while supporting a youth charity. → 03 Youth Entrepreneurship · Prize Fund Prize Philanthropy Program ECF helped award close to $1M in prizes to young female social entrepreneurs under 18 — including a 14-year-old who built an AI app for Alzheimer’s patients. → 04 Celebrity · Digital Campaign A-List Celebrity Fundraising ECF helped an A-list celebrity raise hundreds of thousands in micro-donations via crowdfunding in just 30 days — disbursing to a disease charity. → 05 NBA Athlete · Scholarship Fund Celebrity Scholarship Fund A highly regarded NBA athlete established a named scholarship fund under ECF’s umbrella — funding underprivileged youth without the overhead of a standalone 501(c)(3). → 06 International · Grant-Making Cross-Border Grant Execution ECF partnered with a private foundation unable to make foreign grants to execute international disbursements with full compliance — opening a compliant path to global philanthropy. → Showing 6 of 9 case studies — covering DAFs, fiscal sponsorships, international giving, and more. View All Case Studies ECF Projects Innovative & Corporate Charitable Projects A showcase of the nonprofits and corporations that have established charitable projects under the ECF umbrella — spanning tech, education, food, media, environment, and more. Corporate Projects Innovative Projects Corporate ECF Projects For-Profits Doing Good at Scale Forward-thinking corporations using fiscal sponsorship to launch charitable initiatives without founding a standalone 501(c)(3) — across education, tech, media, and beyond. Tiltify Impact Fundraising tools that powered the 2022 Jingle Jams — raising over €3.4M — and doubled the National Children Alliance’s initial fundraising goal. → Pioneer Academics Delivered a free research program for high school students covering pandemics and epidemiology during COVID-19. → 11:11 Media Impact Defending the rights of children and women worldwide through media while educating the industry about these critical issues. → Outschool.org Funded over $1.5M in free classes for families in need during COVID-19, serving tens of thousands of students and 4,000+ TEAM – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND TEAM Home TEAM The People Behind ECF Our Team A collective of best-in-class professionals united by a single purpose — impact first. Over 100 years of combined sector experience, committed to your philanthropic success. Executive Team Kent Seton Founder & Executive Director Visionary behind the Edward Charles Foundation, leading ECF's mission to democratize philanthropy and deliver best-in-class outsourced charitable infrastructure. Kirk Scott Managing Director Oversees strategic partnerships, advisor relations, and the expansion of ECF's platform across family offices, wealth management firms, and individual philanthropists. Tani Stephens Director of Operations Drives day-to-day operational excellence across ECF's compliance, grants management, and client services functions, ensuring every fund runs seamlessly. ECF Team Kent Seton Founder & Executive Director Kirk Scott Managing Director Tani Stephens Director of Operations Elaine Wilson Team Member Virginia Chirishyan Team Member Manroup Sandhu Team Member Erik Rasmussen Team Member Scott Cukier Team Member Cameron White Team Member Megan Paradis Team Member Board of Directors Kent Seton Board Chair Andrew Altshule Board Member Kevin Grigorenko Board Member Our Mission We believe in Four Pillars of Success Our ethos is rooted in engagement, impact, enjoyment, and education. Our team of best-in-class professionals is committed to these pillars and your success. 01 ✦ Engagement Deep, meaningful involvement with every fund holder — building relationships that go beyond transactions. 02 ✦ Impact Measurable, lasting change in communities and causes — impact is the heart of everything we think and do. 03 ✦ Enjoyment Philanthropy done right is rewarding. We ensure every step of the giving journey is fulfilling and meaningful. 04 ✦ Education Empowering philanthropists with knowledge — from fund structures to compliance, we guide every decision. Edward Charles Foundation is an independently audited, IRS approved 501(c)(3) tax-exempt organization, classified as a public charity able to operate both fiscal sponsor funds as well as donor advised funds. We help educate our clients on each of the types of funds and handle all of the compliance, fiscal and fiduciary obligations associated therewith. Edward Charles Foundation Impact First The Edward Charles Foundation Team puts impact first. While we are experts in the many facets of philanthropy, impacting lives and communities is at the heart of all we think and do. Philanthropy isn’t a part of what we do, it’s ALL we do. $350M+ Deployed in charitable funds 17 yrs Of global impact 1,000+ Charitable projects incubated 2,300+ Strong philanthropic community "Service to others is the rent you pay for your room here on earth." Muhammad Ali Ready to start your philanthropic journey? Connect with Kent or Kirk to explore the right fund structure for you. Open a Fund → Schedule a Consultation ECF Edward Charles Foundation Philanthropic Platform An independently audited, IRS-approved 501(c)(3) public charity serving philanthropists, advisors, and family offices since 2007. ★ ★ ★ ★ 4/4 Stars — Charity Navigator Platform 8 Fund Structures Open A Fund Donor Advised Funds Fund Quiz Fund Portal Login Education Accelerator Program Advanced Accelerator Case Studies FAQ Advisors General Info Schedule a Consult ECF Financials Philanthropic Advisors About Our Mission Team Contact Fund Types & Charitable Structure – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND Fund Types & Charitable Structure Home Fund Types & Charitable Structure Fund Structures Eight ways to give with purpose Every philanthropic goal is different. ECF offers eight distinct fund structures — from fiscal sponsorship models to investment-driven giving and corporate charitable arms — so your giving vehicle fits the way you actually give. Find My Fund Type Open a Fund One platform. Every structure your clients need. Most donor-advised fund sponsors offer one or two giving vehicles. ECF sponsors all eight IRS-recognized charitable fund structures under a single 501(c)(3) umbrella — so advisors, family offices, and individual donors never have to work with multiple custodians. Each structure is fully administered by the ECF back-office team: compliance, accounting, grant disbursement, and annual reporting are all handled on your behalf. Fund Structures All eight charitable fund types 01 / 08 Model A Fiscal Sponsorship ECF’s comprehensive fiscal sponsorship model. Individuals and organizations run charitable projects under ECF’s 501(c)(3) umbrella with full back-office support — no separate nonprofit required. Fiscal Sponsorship Comprehensive Model No 501(c)(3) Needed View Structure 02 / 08 Model C Fiscal Sponsorship ECF’s pre-approved fiscal sponsorship model. Grants are awarded from ECF to the project, offering a streamlined path for charitable initiatives with defined scope and objectives. Fiscal Sponsorship Pre-Approved Model Project-Based View Structure 03 / 08 Model L Legacy & Memorial Establish a lasting legacy in honor of a loved one or to carry forward a lifelong mission. Model L funds are structured for enduring impact across generations. Legacy & Memorial Enduring Impact Named Fund View Structure 04 / 08 Charitable Events Event-Based Fundraising Purpose-built for galas, golf tournaments, benefit concerts, and other fundraising events. ECF handles the charitable receipting, compliance, and fund disbursement — start to finish. Event Fundraising Charitable Receipting Full Compliance View Structure 05 / 08 Focus Funds Directed Giving Targeted giving vehicles directed toward a specific cause, community, or issue area. Ideal for donors who want their philanthropy concentrated on a clearly defined mission. Directed Giving Mission-Focused Cause-Specific View Structure 06 / 08 Corporate Charitable Arms Corporate Initiative For companies and brands building a philanthropic presence. ECF provides the 501(c)(3) infrastructure, compliance, and administration behind your corporate giving program. Corporate Giving Brand Philanthropy Full Administration View Structure 07 / 08 Donor Directed Investment Accounts Investment-Driven Giving Charitable assets placed in investment accounts directed by the donor. Funds grow tax-free within the 501(c)(3) structure, with grants disbursed according to the donor’s grantmaking schedule. Investment-Driven Tax-Free Growth Donor Directed View Structure 08 / 08 Supporting Organizations Structured Support A separately organized 501(c)(3) established to support one or more public charities. Offers greater donor influence within a compliant charitable structure than a standard advised fund. Structured Support Greater Donor Control Type I / II / III View Structure Side by Side Fund comparison at a glance Structure ECF Back-Office Separate Legal Entity Donor Controls Grants Tax-Deductible Gifts Best For Model A Fiscal Sponsorship ✓ Full — Operates under ECF — ECF retains discretion ✓ 60% AGI (cash) New initiatives needing full infrastructure Model L LLC Sponsorship ✓ Full ✓ Single-member LLC — ECF is sole member ✓ Projects with liability risk or distinct brand identity Model C Indirect Sponsorship — Project self-managed ✓ Independent entity Partial — ECF re-grants ✓ Established orgs needing a tax-exempt conduit Supporting Organization Type III Shared ✓ Separate 501(c)(3) ✓ Sets own programs ✓ Public charity rates Nonprofits wanting independence + public charity status Focus Funds Field of Action ✓ ECF manages grantmaking — — ECF selects recipients ✓ IRA QCDs eligible Donors passionate about a broad cause area Charitable Investment Account ✓ — Advisory — donor recommends ✓ 60% AGI cash / 30% assets HNW donors seeking tax efficiency and long-term growth Charitable Events (Coming Soon) Details coming soon Corporate Charitable Arms (Coming Soon) Details coming soon Fund Selector Not sure which fund is right? Let's find out. Step 1 of 3 What best describes your giving goal? Flexible, ongoing giving I want to contribute now and decide where it goes over time Support a specific cause or org I have a mission area or a named nonprofit in mind Run a charitable project I'm operating a program and need a fiscal home Pool giving with others I'm giving alongside family members, colleagues, or a group Step 2 of 3 How much donor control matters to you? Advisory control is fine I'm comfortable recommending grants; ECF makes final decisions I want more direct control I'd prefer a structure where I have greater decision-making authority I set criteria; ECF executes I'll define the parameters (scholarship criteria, org list, etc.) Shared decision-making Our group votes on where to give Step 3 of 3 What's your approximate initial contribution? Under $25,000 Getting started with a focused initial gift $25,000 – $250,000 Mid-range philanthropic commitment $250,000 – $1M Significant giving with complex needs $1M+ Institutional-level philanthropy ✦ Recommended Fund Type Supporting Organizations Given your preference for greater control, a Supporting Organization offers the highest degree of donor influence within a compliant charitable framework. Open This Fund Start Over Ready to open your charitable fund? Our team will help you select the right structure, complete the application, and have your fund active within 48 hours. Open a Fund Schedule a Consult ECF Edward Charles Foundation Philanthropic Platform An independently audited, IRS-approved 501(c)(3) public charity serving philanthropists, advisors, and family offices since 2007. ★ ★ ★ ★ 4/4 Stars — Charity Navigator Platform 8 Fund Structures Open A Fund Donor Advised Funds Fund Quiz Fund Portal Login Education Accelerator Program Advanced Accelerator Case Studies FAQ Advisors General Info Schedule a Consult ECF Financials Philanthropic Advisors About Our Mission Team Contact Fund Types & Charitable Structure – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND Fund Types & Charitable Structure Home Fund Types & Charitable Structure Fund Structures Eight ways to give with purpose Every philanthropic goal is different. ECF offers eight distinct fund structures — from fiscal sponsorship models to investment-driven giving and corporate charitable arms — so your giving vehicle fits the way you actually give. Find My Fund Type Open a Fund One platform. Every structure your clients need. Most donor-advised fund sponsors offer one or two giving vehicles. ECF sponsors all eight IRS-recognized charitable fund structures under a single 501(c)(3) umbrella — so advisors, family offices, and individual donors never have to work with multiple custodians. Each structure is fully administered by the ECF back-office team: compliance, accounting, grant disbursement, and annual reporting are all handled on your behalf. Fund Structures All eight charitable fund types 01 / 08 Model A Fiscal Sponsorship ECF’s comprehensive fiscal sponsorship model. Individuals and organizations run charitable projects under ECF’s 501(c)(3) umbrella with full back-office support — no separate nonprofit required. Fiscal Sponsorship Comprehensive Model No 501(c)(3) Needed View Structure 02 / 08 Model C Fiscal Sponsorship ECF’s pre-approved fiscal sponsorship model. Grants are awarded from ECF to the project, offering a streamlined path for charitable initiatives with defined scope and objectives. Fiscal Sponsorship Pre-Approved Model Project-Based View Structure 03 / 08 Model L Legacy & Memorial Establish a lasting legacy in honor of a loved one or to carry forward a lifelong mission. Model L funds are structured for enduring impact across generations. Legacy & Memorial Enduring Impact Named Fund View Structure 04 / 08 Charitable Events Event-Based Fundraising Purpose-built for galas, golf tournaments, benefit concerts, and other fundraising events. ECF handles the charitable receipting, compliance, and fund disbursement — start to finish. Event Fundraising Charitable Receipting Full Compliance View Structure 05 / 08 Focus Funds Directed Giving Targeted giving vehicles directed toward a specific cause, community, or issue area. Ideal for donors who want their philanthropy concentrated on a clearly defined mission. Directed Giving Mission-Focused Cause-Specific View Structure 06 / 08 Corporate Charitable Arms Corporate Initiative For companies and brands building a philanthropic presence. ECF provides the 501(c)(3) infrastructure, compliance, and administration behind your corporate giving program. Corporate Giving Brand Philanthropy Full Administration View Structure 07 / 08 Donor Directed Investment Accounts Investment-Driven Giving Charitable assets placed in investment accounts directed by the donor. Funds grow tax-free within the 501(c)(3) structure, with grants disbursed according to the donor’s grantmaking schedule. Investment-Driven Tax-Free Growth Donor Directed View Structure 08 / 08 Supporting Organizations Structured Support A separately organized 501(c)(3) established to support one or more public charities. Offers greater donor influence within a compliant charitable structure than a standard advised fund. Structured Support Greater Donor Control Type I / II / III View Structure Side by Side Fund comparison at a glance Structure ECF Back-Office Separate Legal Entity Donor Controls Grants Tax-Deductible Gifts Best For Model A Fiscal Sponsorship ✓ Full — Operates under ECF — ECF retains discretion ✓ 60% AGI (cash) New initiatives needing full infrastructure Model L LLC Sponsorship ✓ Full ✓ Single-member LLC — ECF is sole member ✓ Projects with liability risk or distinct brand identity Model C Indirect Sponsorship — Project self-managed ✓ Independent entity Partial — ECF re-grants ✓ Established orgs needing a tax-exempt conduit Supporting Organization Type III Shared ✓ Separate 501(c)(3) ✓ Sets own programs ✓ Public charity rates Nonprofits wanting independence + public charity status Focus Funds Field of Action ✓ ECF manages grantmaking — — ECF selects recipients ✓ IRA QCDs eligible Donors passionate about a broad cause area Charitable Investment Account ✓ — Advisory — donor recommends ✓ 60% AGI cash / 30% assets HNW donors seeking tax efficiency and long-term growth Charitable Events (Coming Soon) Details coming soon Corporate Charitable Arms (Coming Soon) Details coming soon Fund Selector Not sure which fund is right? Let's find out. Step 1 of 3 What best describes your giving goal? Flexible, ongoing giving I want to contribute now and decide where it goes over time Support a specific cause or org I have a mission area or a named nonprofit in mind Run a charitable project I'm operating a program and need a fiscal home Pool giving with others I'm giving alongside family members, colleagues, or a group Step 2 of 3 How much donor control matters to you? Advisory control is fine I'm comfortable recommending grants; ECF makes final decisions I want more direct control I'd prefer a structure where I have greater decision-making authority I set criteria; ECF executes I'll define the parameters (scholarship criteria, org list, etc.) Shared decision-making Our group votes on where to give Step 3 of 3 What's your approximate initial contribution? Under $25,000 Getting started with a focused initial gift $25,000 – $250,000 Mid-range philanthropic commitment $250,000 – $1M Significant giving with complex needs $1M+ Institutional-level philanthropy ✦ Recommended Fund Type Supporting Organizations Given your preference for greater control, a Supporting Organization offers the highest degree of donor influence within a compliant charitable framework. Open This Fund Start Over Ready to open your charitable fund? Our team will help you select the right structure, complete the application, and have your fund active within 48 hours. Open a Fund Schedule a Consult ECF Edward Charles Foundation Philanthropic Platform An independently audited, IRS-approved 501(c)(3) public charity serving philanthropists, advisors, and family offices since 2007. ★ ★ ★ ★ 4/4 Stars — Charity Navigator Platform 8 Fund Structures Open A Fund Donor Advised Funds Fund Quiz Fund Portal Login Education Accelerator Program Advanced Accelerator Case Studies FAQ Advisors General Info Schedule a Consult ECF Financials Philanthropic Advisors About Our Mission Team Contact FAQ – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND FAQ Home FAQ Knowledge Base Answers to Your Most Common Questions Everything you need to know about fund structures, compliance, costs, technology, and working with ECF — organized by topic and searchable for quick reference. Search & Filter Questions 19 questions shown Clear filters Search Category All Topics General Fund Types Compliance & Legal Costs & Fees Technology General 5 questions Q What is a fiscal sponsor fund? + There are two main types of fiscal sponsorships: Model A and Model C. In either case, the Fiscal Sponsor is the umbrella entity recognized as the 501(c)(3), and the person or entity contracting with the Fiscal Sponsor is the Fiscal Sponsee. The initiative and all funds must be received by the Sponsor — not the Sponsee. The Sponsor will disburse funds only to advance charitable purposes. ECF operates both, although primarily Model A (comprehensive fiscal sponsorship) and Model C (where there is a pre-approved grant relationship with an unrelated entity or person). As a public charity, ECF must file its IRS Form 990 each year. Model A — Fiscal Sponsorship Model C — Pre-Approved Q Can you earmark funds for specific individuals through a fiscal sponsor fund or donor advised fund? + Unfortunately, you are not able to earmark funds for a specific individual — in fact, it would be against the law. If you operate a donor advised fund, you may disburse funds to qualified charities that assist individuals, but not on an earmarked basis. With fiscal sponsorship funds, there are fewer restrictions on disbursements to individuals, however you still cannot earmark funds for a specific person. Discuss Your Situation → Q Is it possible to use the same 501(c)(3) umbrella to operate both a fiscal sponsor fund and a donor advised fund? + Yes. While many platforms do not offer both, Edward Charles Foundation allows you to operate both a fiscal sponsor fund and a donor advised fund under its umbrella. There are meaningful distinctions and subtleties between the two structures, and our team can help you understand which is appropriate — or how both can work in concert — for your giving goals. Compare Fund Types Schedule a Consult → Q Whose income is it — the sponsor's or the sponsee's? + This question comes up frequently. For tax-exempt entities in which funds are received by a fiscal sponsor, the funds constitute income for the fiscal sponsor at the time of receipt. Per industry standards, almost all fiscal sponsor agreements state that all proceeds received on behalf of a charitable fund — whether donor advised or fiscally sponsored — are income of the sponsor or the fund, not the sponsee. Q How long does it take to open a fund with ECF? + The timeline varies by fund type and complexity, but ECF is designed to move efficiently. In many cases, a fiscal sponsorship fund can be operational within days of completing the required agreements and intake process. Donor advised funds and more complex structures may take longer depending on due diligence requirements. Our team will give you a clear timeline during your initial consultation. Start a Fund → Schedule a Consult Fund Types 4 questions Q What is the difference between a Model A and Model C fiscal sponsorship? + Model A is a comprehensive fiscal sponsorship in which the sponsored project is fully integrated into the fiscal sponsor. The sponsor assumes full legal and financial responsibility for the project, and all funds flow through the sponsor. It is the most common structure ECF uses. Model C is a pre-approved grant relationship. The sponsee is an independent organization that has a pre-existing, approved relationship with a third-party grantor. ECF acts as the intermediary, receiving funds from the grantor and passing them to the sponsee in compliance with applicable restrictions. It is more limited in scope than Model A. Model A Details Model C Details Q What is a donor advised fund and how does it work? + A donor advised fund (DAF) is a charitable giving account sponsored by a public charity like ECF. A donor contributes assets — cash, securities, or other property — to the fund and receives an immediate tax deduction. The assets are then invested and grow tax-free. The donor can advise on grants to qualified charitable organizations over time. Unlike traditional DAF platforms, ECF's DAF can accommodate non-public markets investments and more complex asset types, giving donors greater flexibility in how their charitable capital is deployed. All Fund Types Q Can I start a scholarship fund under ECF without forming my own 501(c)(3)? + Yes. One of the primary advantages of operating under the ECF umbrella is that you do not need to form and maintain your own public charity. ECF's 501(c)(3) status covers your fund, allowing donors to receive tax deductions for contributions and enabling your fund to operate immediately. ECF handles the legal, compliance, and administrative burden, so you can focus on your scholarship's mission. Start a Scholarship Fund → Q Can ECF facilitate grants to international or foreign charities? + Yes. ECF is not precluded from making grants to international organizations, unlike many private foundations whose governing documents restrict foreign grant-making. ECF can receive US-based funds, conduct required due diligence, and disburse internationally in compliance with applicable law. This makes ECF a valuable partner for foundations and donors who wish to engage in cross-border philanthropy that their primary vehicle cannot support. Discuss International Giving → Compliance & Legal 4 questions Q What are the IRS filing requirements for a fiscally sponsored fund? + Because the fiscal sponsee operates under ECF's 501(c)(3) umbrella, ECF is responsible for filing the annual IRS Form 990 — not the individual fund. The fund's activity is reported as part of ECF's consolidated filing. This significantly reduces the administrative burden on fund holders, who are not required to file separate tax returns for their charitable fund. Q What is the "tipping" rule and how can ECF help avoid it? + The "tipping" rule refers to a scenario in which a 501(c)(3) public charity receives too high a proportion of its support from a single donor or source, potentially jeopardizing its public charity classification with the IRS. If an organization tips, it may be reclassified as a private foundation, which carries significantly greater restrictions and tax burdens. ECF can structure a donor advised fund beneath its umbrella to allow a concentrated donor to route gifts to a related charity through the DAF rather than directly, preserving the charity's public support ratio and protecting its public charity status. See Related Case Study Q My private foundation has grant-making restrictions. How can ECF help? + Many private foundations have governing documents or trust instruments that restrict certain types of grant-making — such as grants to foreign entities, grants to individuals, or investments in non-traditional assets. ECF, as a public charity, is generally not subject to these same restrictions. A foundation can partner with ECF to accomplish charitable objectives that fall outside its own permissible activities, with ECF conducting appropriate due diligence and disbursement in compliance with all applicable laws. Schedule a Consult → Q Can ECF help set up an emergency or disaster relief fund quickly? + Yes. One of the most powerful applications of fiscal sponsorship is the ability to stand up a charitable fund quickly — without the time and cost of forming a new 501(c)(3). ECF can serve as the charitable umbrella for a disaster relief or emergency response initiative, allowing it to accept tax-deductible donations immediately and disburse funds to beneficiaries Accelerator Program – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND Accelerator Program Home › Accelerator Program Education & Growth The Business of People Accelerator Program A 4-week intensive designed to transform how charitable leaders build relationships, scale impact, and unlock the most powerful currency in philanthropy — people. Enroll Today View Advanced Program → 4 Week Program 1hr Per Week via Zoom Live Group Cohort Format Feb 5 Next Session · 2–3 PM Our Philosophy Monetary currency follows people currency Most charitable enterprises require monetary currency to scale and have the most impact. But what’s even more primary — and precedes monetary currency — is “people currency.” Without people, charities cannot scale. ECF Founder Kent Seton discovered that the business people who know best how to grow relationships succeed at much higher levels than those who don’t. There is another business operating beneath the surface: the Business of People . Those in the “do good” world must apply these same principles — building great relationships to inspire giving, volunteerism, and partnership — to achieve greater good at scale. “You are a verb, not a noun. What you do — the relationships you build, the value you create — is what defines your reach and your impact.” — Kent Seton, Founder, Edward Charles Foundation The 4-Week Curriculum What you'll learn Each week builds on the last, taking you from personal storytelling to advanced relationship strategy — a complete framework for the Business of People. 01 Week One The Art of Storytelling What makes a compelling story — and how to communicate that you are a verb , not a noun. Learn to articulate your mission in ways that move people to act, give, and partner with you. 02 Week Two Social Capital What is social capital, how do you build it, and what distinguishes a transactional contact from a strong business relationship? This week reframes how you think about every connection you make. 03 Week Three Building Your Fab 50 Identify and cultivate your top 50 contacts — the people who will get you to the next level. Learn the strategies and habits to keep these relationships active, valuable, and reciprocal. 04 Week Four Triangulation The capstone concept. Learn how to actuate your network, create genuine value for others, and build the kind of relationships that compound — turning your Fab 50 into exponential impact. Enrollment Options Choose your format Whether you prefer the group cohort experience or the focused intensity of one-on-one coaching, we have a format built around your needs. Group Cohort Accelerator Course 1-Hour Zoom · 4 Weeks $1,195 standard enrollment ECF Friends & Family Price: $695 4 weekly 1-hour Zoom sessions Live cohort with peer learning Next session: February 5, 2026 · 2–3 PM Full 4-week curriculum coverage Enroll in Group Course Premium One-on-One Coaching 1.5-Hour Zoom · 4 Weeks · Personalized Custom pricing on request Reach out to discuss your goals & investment 4 weekly 1-hour Zoom sessions Live cohort with peer learning Next session: February 5, 2026 · 2–3 PM Full 4-week curriculum coverage Request 1-on-1 Coaching Who Should Attend Built for leaders who want to scale their mission The Accelerator is equally powerful for those in the charitable world and business leaders with philanthropic goals. Nonprofit Leaders Executive directors and development professionals looking to expand donor relationships and grow organizational reach. Fund Holders ECF fund holders aiming to build the human network that translates a giving vehicle into lasting community impact. Philanthropic Advisors Advisors and wealth managers who want to deepen client relationships and differentiate through charitable planning expertise. Social Entrepreneurs Business leaders and entrepreneurs looking to align their network-building skills with a purpose-driven mission. About the Program Creator Kent Seton — Entrepreneur, Connector, ECF Founder Kent Seton founded a community of former pro and college athletes who helped each other in the business world. As that community grew, Kent discovered that the people who mastered relationship-building succeeded at dramatically higher levels. That insight became the Business of People — and eventually, the Accelerator Program. Kent brings the same entrepreneurial energy to philanthropic leadership that built some of the most powerful networks in the sports and business world. KS Kent Seton Founder, Edward Charles Foundation Ready to go deeper? Accelerator alumni can continue their journey with the Advanced Accelerator Program — a 4-week group cohort that expands on the core framework with deeper relationship strategy and advanced techniques. Explore Advanced Program ECF Edward Charles Foundation Philanthropic Platform An independently audited, IRS-approved 501(c)(3) public charity serving philanthropists, advisors, and family offices since 2007. ★ ★ ★ ★ 4/4 Stars — Charity Navigator Platform 8 Fund Structures Open A Fund Donor Advised Funds Fund Quiz Fund Portal Login Education Accelerator Program Advanced Accelerator Case Studies FAQ Advisors General Info Schedule a Consult ECF Financials Philanthropic Advisors About Our Mission Team Contact Schedule A Consult – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND Schedule A Consult Home Schedule A Consult Schedule a Consult Speak with an ECF Advisor at No Obligation Whether you’re an advisor exploring fund structures for a client or a family considering your first DAF, our team is here to walk you through every option — clearly and without pressure. 30 min Typical consult length 8 Fund structures available No cost Introductory consultation Confidential Information shared is never sold or distributed No Obligation A consult is a conversation, not a commitment Fast Follow-Up Confirmation within one business day What to Expect A straightforward conversation Every consult follows a simple, focused format so your time — and ours — is well spent from the first minute. 1 Submit your details Share a few basics — your role, goals, and any questions you have ahead of time. This lets us route you to the right advisor and come prepared. 2 Pick a time that works Select from available slots on our calendar. You’ll receive a confirmation email with a calendar invite and a secure video link or dial-in number. 3 We review your submission Your assigned advisor will review your intake notes before the call so you’re never repeating yourself or starting from scratch. 4 Your 30-minute consult We’ll discuss your situation, explore fund structures that fit, and answer any compliance, tax, or operational questions. Next steps are entirely up to you. Why schedule a consult? ◆ Clarity on fund structures. With 8 fund types available, the right fit depends on your client profile, tax situation, and giving goals. We’ll map it out for you. ◆ No internal resources required. Our full back-office infrastructure — compliance, accounting, HR, reporting — means you can open a fund without building a team. ◆ Trusted by advisors and families alike. Whether you’re an RIA with 20 philanthropic clients or a family exploring your first DAF, this consult is tailored to you. ◆ Transparent and compliant. ECF is a 501(c)(3) with audited financials, a Charity Navigator rating, and a governance structure built for institutional confidence. Meet Your Advisors Who you’ll be speaking with KS Kent E. Seton, Esq. CEO, CFO & Chairman of the Board Tax Law · Compliance · Philanthropy Strategy KS Kirk Scott Director of Client Services Sports & Entertainment · Community Impact · Fund Execution Book Your Call Schedule a Consult Tell us a bit about yourself — your advisor will review these details before your call. 1. Your Details 2. PICK A TIME First Name * Last Name * Email Address * Phone Number Optional — in case we need to reach you before the call I am a… * Financial Advisor / RIA Wealth Manager Estate Planning Attorney CPA / Tax Professional Family Office Representative Individual / Family Corporate Representative Other Primary Interest Donor Advised Fund (DAF) Private Foundation Supporting Organization Corporate Charitable Arm Donor Directed Investment Account (DDIA) Field of Interest Fund Scholarship Fund Not sure — need guidance Accelerator / Education Program Advisor Partnership / RIA Program Anything we should know beforehand? Optional but encouraged — this is what your advisor will review. Continue to Calendar → Your information is confidential and never shared with third parties. Privacy Policy · Terms of Service ECF Edward Charles Foundation Philanthropic Platform An independently audited, IRS-approved 501(c)(3) public charity serving philanthropists, advisors, and family offices since 2007. ★ ★ ★ ★ 4/4 Stars — Charity Navigator Platform 8 Fund Structures Open A Fund Donor Advised Funds Fund Quiz Fund Portal Login Education Accelerator Program Advanced Accelerator Case Studies FAQ Advisors General Info Schedule a Consult ECF Financials Philanthropic Advisors About Our Mission Team Contact General Info – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND General Info Home General Info For Advisors Philanthropic infrastructure for your clients' giving. Edward Charles Foundation partners with financial advisors, attorneys, CPAs, family offices, and wealth managers — providing the back-office, compliance, and administrative infrastructure that lets your clients give more effectively. Schedule A Consult Take the Advisor Quiz → 100+ Years Combined Experience 8 Charitable Fund Structures Full Back-Office & Compliance 501(c)(3) Established Sponsor Who We Work With Your clients want to give. We make it possible. Edward Charles Foundation teams up with advisors and knowledgeable professionals to assist and consult on charitable projects. The increased ease and dexterity of our charitable structure maximizes the impact of your client’s charitable dollars — and their enjoyment in giving. We help you understand the philanthropic landscape and the various charitable vehicles available so you can make the best recommendations possible. Our role is to act as an expert infrastructure partner — never to compete with your advisory relationship. We help our funds vet charitable recipients, consult with top professional philanthropy consultants, and event producers to maximize impact and satisfaction. ECF oversees and administers funds at the direction of your team and your client. Professionals We Partner With ◈ Lawyers & Estate Attorneys ◈ CPAs & Accountants ◈ Business Managers ◈ Wealth Managers & RIAs ◈ Family Offices ◈ Agents & Talent Managers ◈ Philanthropic Consultants ◈ Investment Bankers & Bankers ◈ Event Producers How It Works A true back-office partner Our model is built to extend your advisory team’s capacity — not replace it. Here’s what working with ECF looks like in practice. 01 Structure Selection We consult with you and your client to identify the right charitable structure from ECF’s full suite of 8 fund types — from fiscal sponsorship and DAFs to supporting organizations and legacy funds. 02 Fund Establishment ECF handles all setup, legal structuring, IRS compliance, and onboarding. Your client’s fund is established under ECF’s 501(c)(3) umbrella quickly and compliantly. 03 Ongoing Administration From grant disbursements and financial reporting to compliance filings and donor communications — ECF handles the infrastructure so your team stays focused on strategy and relationships. 04 Recipient Vetting We assist in researching and vetting charitable recipients to ensure alignment with your client’s philanthropic goals and all IRS regulations governing fund distributions. 05 Reporting & Transparency Full financial accounting and reporting is provided to your team and your client. Custom reporting cadences available for family offices and institutional relationships. 06 Client Portal Access Fund holders access their charitable activity, statements, and grant history through ECF’s secure client portal — giving advisors and clients real-time visibility into fund performance. Full-Service Infrastructure What ECF handles for your clients We provide the complete back-office so your clients can focus on the impact of their giving, not the administration behind it. ◈ Financial Accounting & Reporting Full fund-level bookkeeping, transaction recording, statement preparation, and custom financial reports delivered on your cadence. ◈ Legal & Compliance IRS compliance, 990 preparation, state charity registrations, grant agreements, and ongoing regulatory monitoring — all managed by ECF. ◈ Grants Management Processing, vetting, and administering grant disbursements to charitable recipients. ECF handles due diligence and all documentation. ◈ Governance & Risk Board documentation, fund governance policies, conflict of interest protocols, and risk management frameworks tailored to each fund type. ◈ Donor & Stakeholder Communications Acknowledgment letters, tax receipts, annual summaries, and donor-facing communications prepared and distributed by ECF. ◈ Technology & Portal Access Secure online portal for fund holders and advisors to view balances, activity, and reports — with white-label capability for larger advisor relationships. Scope & Boundaries What ECF does not do Our role is clearly defined — and intentionally so. ECF operates as a charitable administrator and fiduciary. We are never in competition with your advisory relationship. ◈ We are not wealth managers We do not manage, advise on, or direct investment assets. That remains entirely with you and your client’s investment team. ◈ We do not solicit your clients ECF does not market to or solicit your clients independently. All client relationships are managed through you. ◈ We act as accountants & administrators ECF’s role is to manage the charitable fund infrastructure — accounting, compliance, reporting, and disbursements — at the direction of your team. ◈ We act as fiduciaries ECF serves as a fiduciary in managing charitable funds, ensuring all activity is in the best interest of the fund and compliant with IRS requirements. Full-Service Infrastructure Your brand, our infrastructure. For RIAs, family offices, and wealth management firms with significant philanthropic volume, ECF offers a white-label partnership model. Your clients experience a seamless branded philanthropic platform — powered entirely by ECF’s back-office. This option is ideal for firms looking to deliver a proprietary charitable giving experience without building the compliance and administrative infrastructure from scratch. ◈ Branded client portal and documentation ◈ Custom reporting and communications templates ◈ Dedicated ECF relationship manager ◈ Volume-based fee arrangements available ◈ Suitable for multi-client philanthropic programs How the Partnership Works 1 Initial Consultation We meet with your team to understand your client base, volume, and program goals. 2 Agreement & Setup Partnership terms are established. Branding, reporting formats, and workflows are configured. 3 Fund Onboarding Client funds are onboarded under your branded program with ECF handling all back-end administration. 4 Ongoing Operations ECF manages all fund activity. You receive consolidated reporting and dedicated advisor support. Resources for Advisors Tools to support your conversations Resources to help you understand ECF’s capabilities and confidently introduce charitable giving to your clients. Transparency ECF Financials Audited financials, Form 990s, Charity Navigator rating, and governance documents for advisor due diligence. View Financials → Client Materials Materials for Your Clients Leave-behind documents, fund overview sheets, and explainers you can share directly with philanthropic clients. Download Materials → Education Fund Types Overview A full breakdown of all 8 charitable fund structures ECF administers — with comparisons and use-case guidance. Explore Fund Types → Reference FAQ Answers to common advisor and client questions — covering fund structures, compliance, costs, and the setup process. Read the FAQ → Decision Tool Advisor Charitable Fund Quiz A structured decision tool that helps advisors identify the best charitable vehicle for specific client scenarios. Take the Quiz → Service Philanthropic Advisory High-touch strategic giving advisory for HNW clients — cause alignment, giving plans, and impact evaluation. Learn More → Ready to refer a client or explore a partnership? Whether you’re opening a fund, enrolling in a program, or want to speak with an advisor — the next step starts here. Schedule a Consult Contact the Team ECF Edward Charles Foundation Philanthropic Platform An independently audited, IRS-approved 501(c)(3) public char BACK OFFICE – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND BACK OFFICE Home BACK OFFICE A Fully Outsourced Solution Complete back-office. Zero operational burden. ECF assumes full 501(c)(3) operational responsibility — accounting, HR, legal, compliance, reporting, and grants management — so you and your clients can focus on doing good. Open a Charitable Fund Schedule A CONSULT Proven Track Record $ 350M Deployed in charitable funds 18 Years of expertise What ECF Assumes Full accounting & financial reporting HR, payroll & fiduciary oversight Legal compliance & contract review Domestic & international grants management Governance & regulatory oversight “Focus on doing good. Outsource the rest.” ECF's fully outsourced platform is unmatched — removing the operational burden and regulatory risk associated with managing 501(c)(3) charitable funds, all at a fair and reasonable cost. 501(c)(3) organizations are governed by complex and ever-evolving rules and regulations. ECF assumes full responsibility — transforming that complexity into a safe, secure, and fully managed experience for your clients. Charity Navigator 4 out of 4 stars Independently audited 501(c)(3) Accounting & Finance Full-charge accounting, handled entirely Our comprehensive accounting approach handles every dimension of your clients’ charitable finances — from daily transactions to year-end filings — with precision and full transparency. ECF’s accounting team handles the complete financial lifecycle of each fund — so your clients receive clean, accurate, audit-ready records every month without lifting a finger. Every transaction is tracked, reconciled, and reported in accordance with 501(c)(3) requirements. Bill Payment & Receivables Full management of accounts payable and receivable — all vendor payments, invoices, and incoming funds processed on behalf of each fund through a secure bill payment portal with full tracking. Payroll, W-2 & 1099 Reporting Complete payroll processing, W-2 preparation for employees, W-9 collection, and 1099 reporting for contractors and vendors — all filed accurately and on time in full compliance with IRS requirements. Monthly Financial Statements Clear, professionally prepared financial statements delivered monthly — giving clients and their advisors a complete picture of fund activity, balances, and disbursements at all times. Bank Account Management Full management of fund bank accounts including transaction monitoring, authorization controls, and ongoing reconciliation — ensuring every dollar is tracked and accounted for at all times. Bank & Investment Reconciliations Monthly bank and investment account reconciliations to ensure accuracy across all fund balances, including investment account reconciliations for funds with managed portfolios. * Charitable Receipt Generation IRS-compliant charitable gift receipts generated and issued for all donor contributions — ensuring donors have proper documentation for their tax deductions and funds maintain required records. End-of-Year Reporting Comprehensive year-end financial reporting packages prepared for each fund, providing clients and their advisors with everything needed for annual review, tax filing, and planning for the year ahead. Non-Cash Gift Reporting Specialized reporting for non-cash charitable gifts — including stock, real estate, and other in-kind contributions — ensuring accurate valuation, acknowledgment, and IRS-compliant documentation. * Domestic & International Grants Full grant disbursement accounting for both domestic and international grants — including tracking, documentation, and compliance with IRS rules governing international grant-making from U.S. 501(c)(3)s. * Denotes services subject to additional requirements or fund type eligibility. Contact ECF for details. Grants Management Domestic & international grants, fully managed ECF handles the complete grants lifecycle — from charity verification and due diligence through disbursement, documentation, and IRS reporting — for both domestic and international grant-making. Domestic Grants U.S.-based charitable disbursements Full management of all domestic grant-making — ensuring every disbursement meets IRS requirements, is properly documented, and is reported accurately in fund financial statements. Grant recipient due diligence & eligibility verification Instant Charity Check tool for real-time IRS status verification Grant agreement preparation and execution Disbursement processing and payment tracking Grant accounting and statement documentation Grants oversight and reporting compliance International Grants Cross-border charitable disbursements ECF navigates the complex IRS rules governing international grant-making from U.S. 501(c)(3)s — including equivalency determination, expenditure responsibility, and proper documentation protocols. International grants rules compliance & oversight Equivalency determination for foreign grantees Expenditure responsibility procedures Foreign recipient due diligence & verification Cross-border disbursement processing IRS reporting and documentation for international grants Human Resources & Administration Full HR responsibility, fully outsourced ECF assumes complete HR and administrative responsibility under our 501(c)(3) — eliminating the burden and liability of managing employees and contractors within a charitable structure. Human Resources All employee and contractor administration managed under ECF’s framework HR Administration & Policy Management Payroll Processing & Direct Deposit W-2 Preparation & Filing W-9 Collection & Vendor Management 1099 Reporting for Contractors Employee Benefits Coordination Compensation Compliance & Rules Adherence Fiduciary Oversight Under 501(c)(3) General Administration Operational management so nothing falls through the cracks HR Administration & Policy Management Payroll Processing & Direct Deposit W-2 Preparation & Filing W-9 Collection & Vendor Management 1099 Reporting for Contractors Employee Benefits Coordination Compensation Compliance & Rules Adherence Fiduciary Oversight Under 501(c)(3) ECF assumes HR, fiduciary, administrative, and operational responsibility under our established 501(c)(3) framework — so you and your clients can focus entirely on having a positive philanthropic impact. Unparalleled Expertise Unparalleled regulatory expertise . ECF offers unparalleled expertise, support, and resources surrounding 501(c)(3) compliance — with a team that actively monitors ever-evolving rules and applies best practices across every area of charitable law. ECF's Commitment ECF assumes f ull legal and compliance responsibility — so your clients are always protected, always current, and never exposed. Areas of Compliance Expertise General Administration & Governance Core 501(c)(3) oversight and operational governance General 501(c)(3) Administration Governance & Reporting Attorney General Rules Adherence Best Practices Do's & Don'ts Tips & Tricks for Doing Good Financial & Tax Rules IRS, investment, and deductibility compliance Donor Advised Fund Rules Charitable Gifts Deductibility Investment Rules Self-dealing Rules Compensation Rules Fundraising Rules & Regulations Grants & Legal Review Grant compliance, contracts, and international rules International Grants Rules Grants Oversight Contract Review Legal Compliance Review Instant Charity Check Tool Educational Events Governance & Risk Protection Full governance assumed by ECF ECF takes on the full fiduciary and governance responsibility that comes with operating a 501(c)(3) — protecting your clients from the exposure that comes with mismanagement, errors, or regulatory non-compliance. Man FSF Intake Form – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND FSF Intake Form Home FSF Intake Form Start Your Fund Begin Your Charitable Journey Your philanthropic journey starts here. Share a little about your vision and goals, and our team will be with you every step of the way — helping you find the right structure, navigate the process, and bring your giving to life. Choose Your Path Recommended Complete the Application Fill out our intake form so we can evaluate alignment, compliance, and determine the right fund structure for you. Prefer to Talk First? Schedule a Consult Meet with Kent Seton or Kirk Scott before submitting. You’ll still complete the form — but with our team by your side. Either path leads to the same place — a fund built around your vision. Thank you for your interest in establishing a Fiscal Sponsorship Fund with Edward Charles Foundation. The questions below help our team understand your vision so we can guide you toward the fund structure that best serves your goals. Complete as much as you’re able — our team reviews every application personally and will be there to support you through every step that follows. Primary Contact Information First Name * Last Name * Email Address * Phone Number * Charitable Initiative Overview Name of Charitable Initiative * Charitable Purpose * Intended Impact Estimated Annual Budget Size Fundraising & Revenue Plans Planned Fundraising Activities Will you host fundraising events to raise charitable dollars? * Yes No Describe the types of events and how many per year Will you produce digital or online fundraising events, auctions, or sweepstakes? * Yes No Please explain Grantmaking & Program Activities Will you be making grants? * Yes No How many grants and to whom? Will you make multi-year grants? * Yes No Please explain Will you make international grants? * Yes No Please explain Will you receive grant funds from other organizations, DAFs, corporations, or foundations? * Yes No Please explain Operations, Staffing & Vendors Will you have employees? * Yes No How many? Will you have independent contractors? * Yes No How many? Will employees be located in more than one state? * Yes No List the states Will you earn a salary? * Yes No Will you hire any family members? * Yes No Will you provide insurance benefits? * Yes No Will you provide retirement benefits? * Yes No Will you be paying multiple vendors each month? * Yes No Please explain Estimated number of transactions per month Business Relationships & Earned Revenue Do you plan to compensate a related for-profit entity? * Yes No Please explain Will you sell services or products? * Yes No Please explain Financial & Asset Activity Will you make investments? * Yes No What types of investments? Will you receive donated stock? * Publicly Traded Privately Held Both No Will you receive non-cash donated items? * Yes No Geographic Scope & International Activity Will you operate in more than one U.S. state? * Yes No Will you operate in other countries? * Yes No Will you send funds internationally? * Yes No Will you use foreign currencies? Yes No Government & Public Funding Will you receive governmental funding? * Yes No Events & Programs Will you host non-fundraising events? * Yes No Additional Notes By submitting this intake form, you acknowledge that the information provided is accurate to the best of your knowledge and will be used by Edward Charles Foundation for evaluation and due diligence purposes. Your information is kept strictly confidential. A member of our team will be in touch within 1–2 business days. ✦ Schedule Your Consultation Speak directly with a member of our advisory team to explore which fund structure aligns with your goals, timeline, and giving philosophy. After your consult, you’ll complete the application before your fund is established. Form Sections Primary Contact Initiative Overview Fundraising Revenue Grantmaking Programs Operations Staffing Business Relationships Financial Asset Activity Geographic Scope Government Funding Events Programs Additional Notes What Happens Next After you submit, here’s what to expect. 01 Application Review Our team reviews your submission for alignment and compliance. 02 Discovery Call We'll schedule a brief call to discuss your goals and clarify details. 03 Fund Recommendation We present the structure best aligned with your needs and timeline. 04 Fund Establishment Your fund is established under ECF's 501(c)(3) umbrella. ✦ No Obligation Submitting doesn’t commit you to anything — it begins the conversation. ✦ Strictly Confidential Your information is never shared outside ECF without your consent. ✦ Personal Review Every application is reviewed by a real team member — never automated. Are you a financial advisor, CPA, or attorney referring a client? We offer dedicated resources and support for professionals. Advisor Resources ECF Edward Charles Foundation Philanthropic Platform An independently audited, IRS-approved 501(c)(3) public charity serving philanthropists, advisors, and family offices since 2007. ★ ★ ★ ★ 4/4 Stars — Charity Navigator Platform 8 Fund Structures Open A Fund Donor Advised Funds Fund Quiz Fund Portal Login Education Accelerator Program Advanced Accelerator Case Studies FAQ Advisors General Info Schedule a Consult ECF Financials Philanthropic Advisors About Our Mission Team Contact EDUCATION – Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND EDUCATION Home › EDUCATION Education & Resources Learn to Give More Strategically ECF’s education platform brings together live events, structured programs, expert webinars, video and podcast libraries, case studies, and in-depth written resources — everything you need to become a more effective and informed philanthropist. ◈ PhilanthropyTouch Events ◇ Accelerator Programs ▷ DAF Webinar ▣ Video & Podcast Library ✦ Blog ◉ Case Studies ◆ ECF Projects ? FAQ Quarterly Events Philanthropy Touch Event Series Quarterly in-person gatherings bringing together fund holders, philanthropists, advisors, and industry leaders for focused conversation at the intersection of philanthropy and culture. Held at the Beverly Hills Tennis Club. Feb 10 6:00 PM – 7:30 PM PhilanthropyTouch Celebrity Philanthropy: An Insider’s Guide An insider’s look at how celebrities structure charitable campaigns, establish named funds, and create lasting philanthropic legacies. Beverly Hills Tennis Club, CA Apr 21 6:00 PM – 7:30 PM PhilanthropyTouch Music & Philanthropy Exploring how the music industry intersects with charitable giving — from artist-driven funds to royalty donations and music-focused fiscal sponsorships. Beverly Hills Tennis Club, CA Jul 14 6:00 PM – 7:30 PM PhilanthropyTouch Upcoming · 2026 Sports Philanthropy How athletes, sports organizations, and leagues are building impactful charitable platforms — from scholarship funds to community initiatives. Beverly Hills Tennis Club, CA Oct 13 6:00 PM – 7:30 PM PhilanthropyTouch Upcoming · 2026 Health & Wellness Philanthropy A focused evening on charitable giving in the health and wellness sector — disease research, mental health advocacy, and wellness-driven fund structures. Beverly Hills Tennis Club, CA View All Events Programs Accelerator & Coaching Programs Developed by ECF Founder Kent Seton, the Accelerator series teaches the “Business of People” — a framework for scaling charitable enterprises through relationships, storytelling, and strategic social capital. Webinar Series Charitable Structures Deep Dive Expert-led webinars for financial advisors and fund holders navigating donor advised funds, private foundations, and charitable giving structures. Recording Available Navigating Charitable Structures Like a Pro Kent Seton and Kirk Scott joined Investment News — a preeminent wealth management publication — for a live deep dive into charitable fund structures. Ideal for advisors looking to elevate philanthropic conversations with high-net-worth clients. KE Kent Seton ECF Founder KI Kirk Scott ECF Team Watch Recording → Learn More Topics Covered Donor Advised Funds — structure, strategy & tax implications Private Foundations vs. DAFs — when to use each Non-cash asset contributions & alternative investments International grant-making and compliance Elevating philanthropy conversations with HNW clients In Collaboration With Investment News Digital Library Video & Podcast Resources On-demand content covering fiscal sponsorship, DAF structures, philanthropy strategy, and written guides — built for newcomers and experienced fund holders alike. Video Library Educational Video Series Short-form video guides covering fiscal sponsorship models, DAF structures, 501(c)(3) basics, and the differences between fund types. 7 Videos Available Podcast PhilanthropyTouch Podcast Conversations on charitable giving, fund strategy, and the intersection of philanthropy with business, culture, and impact. Episodes + Teasers Blog Written Articles & Guides In-depth articles on fiscal sponsorship agreements, DAF limitations, charitable fund structures, and compliance. 10+ Articles FAQ Frequently Asked Questions Answers covering fund types, compliance, costs, earmarking rules, and the application process — organized by topic. Organized by Topic From the Blog Recent Articles & Guides Practical knowledge on charitable fund structures, fiscal sponsorship law, and philanthropic strategy — written by ECF Founder Kent Seton and the ECF team. Featured Article May 2026 Donor Advised Funds: An Overview What’s wrong with Donor Advised Funds? Absolutely, nothing. Drew Lindsay of the Chronicle of Philanthropy (the leading publication on all things related to current events of philanthropy) published in an Article January 17, 2019, that assets under the management of donor advised funds have grown to over 110 billion dollars in 2017. In the National […] Read Article May 2026 Fiscal Sponsor Funds: An Overview → May 2026 What is the difference between Fiscal agent and Fiscal sponsor? → May 2026 Can a nonprofit be a fiscal sponsor? → May 2026 Utilizing a 501c3 Fiscal Sponsor for Funding Film Documentaries → April 2026 What Is a Fiscal Sponsor Agreement? Compliance · Legal → Showing 6 of 10+ articles — covering fiscal sponsorship, DAFs, compliance, and charitable strategy. View All Articles Case Studies ECF Fund Success Stories Real examples across fund types, industries, and client profiles — from Silicon Valley incubators and celebrity campaigns to international grant-making and NBA scholarship funds. 01 Silicon Valley · Fiscal Sponsor 501(c)(3) Umbrella for Top Incubator ECF served as the charitable umbrella for a leading incubator’s social enterprise portfolio — including oversight of a multi-million dollar Gates Foundation grant. → 02 HNW Individual · Donor Advised Fund Complex Non-Cash Asset Investment A high-net-worth donor used ECF’s flexible DAF to invest charitable funds in real estate — a deal that has since grown more than 25% while supporting a youth charity. → 03 Youth Entrepreneurship · Prize Fund Prize Philanthropy Program ECF helped award close to $1M in prizes to young female social entrepreneurs under 18 — including a 14-year-old who built an AI app for Alzheimer’s patients. → 04 Celebrity · Digital Campaign A-List Celebrity Fundraising ECF helped an A-list celebrity raise hundreds of thousands in micro-donations via crowdfunding in just 30 days — disbursing to a disease charity. → 05 NBA Athlete · Scholarship Fund Celebrity Scholarship Fund A highly regarded NBA athlete established a named scholarship fund under ECF’s umbrella — funding underprivileged youth without the overhead of a standalone 501(c)(3). → 06 International · Grant-Making Cross-Border Grant Execution ECF partnered with a private foundation unable to make foreign grants to execute international disbursements with full compliance — opening a compliant path to global philanthropy. → Showing 6 of 9 case studies — covering DAFs, fiscal sponsorships, international giving, and more. View All Case Studies ECF Projects Innovative & Corporate Charitable Projects A showcase of the nonprofits and corporations that have established charitable projects under the ECF umbrella — spanning tech, education, food, media, environment, and more. Corporate Projects Innovative Projects Corporate ECF Projects For-Profits Doing Good at Scale Forward-thinking corporations using fiscal sponsorship to launch charitable initiatives without founding a standalone 501(c)(3) — across education, tech, media, and beyond. Tiltify Impact Fundraising tools that powered the 2022 Jingle Jams — raising over €3.4M — and doubled the National Children Alliance’s initial fundraising goal. → Pioneer Academics Delivered a free research program for high school students covering pandemics and epidemiology during COVID-19. → 11:11 Media Impact Defending the rights of children and women worldwide through media while educating the industry about these critical issues. → Outschool.org Funded over $1.5M in free classes for families in need during COVID-19, serving tens of thousands of students and 4,000+ Edward Charles Foundation Edward Charles Foundation ECF Edward Charles Foundation The Gold Standard in Outsourced Philanthropy Menu PLATFORM BACK OFFICE TECHNOLOGY Fund Types EDUCATION TEAM OPEN A FUND Home A Fully Outsourced Solution Focus on doing good. Outsource the rest. Edward Charles Foundation is the premiere outsourced back-office platform for fiscal sponsorship and donor advised funds — trusted by music, sports, and entertainment industry leaders, RIAs, wealth managers, family offices, and their high-net-worth clients. Open a Charitable Fund Explore the Platform Proven Track Record $ 350M Deployed in charitable funds 280 + Active projects incubated 18 Years of expertise 4 / 4 Charity Navigator stars Who we serve Music & talent agents · Sports managers · Entertainment lawyers · RIAs · Wealth managers · Family offices · High-net-worth individuals Edward Charles Foundation is the gold standard — the premiere outsourced solution for handling all back-office needs for fiscal sponsor and donor advised funds. 501(c)(3) organizations are governed by complex and ever-evolving rules and regulations. ECF assumes full responsibility — including accounting, HR, reporting, legal and compliance — transforming 501(c)(3) complexity into a safe, secure experience. Charity Navigator 4 out of 4 stars Independently audited 501(c)(3) Charitable Account Options 8 ways to structure your charitable giving ECF administers eight distinct charitable fund structures under our established 501(c)(3) umbrella. Whether you’re a first-time philanthropist or a seasoned advisor managing complex client portfolios, we help you identify and establish the right vehicle — and handle everything from there. Model A Fiscal Sponsorship Model C Fiscal Sponsorship Model L Legacy & Memorial Charitable Events Event-Based Fundraising Focus Funds Directed Giving Corporate Charitable Arms Corporate Initiative Donor Directed Investment Accounts Investment-Driven Giving Supporting Organizations Structured Support Not sure which structure is right for you? Take the quiz. Answer a few questions and ECF will identify the best fund structure for your charitable goals. Take the Fund Quiz Who We Serve Trusted by the industry's best ECF proudly partners with the most respected names across finance, law, entertainment, and sports — providing the infrastructure for their clients to give with confidence and impact. Business Managers Business managers representing artists, athletes, and entertainers who need a trusted back-office partner to handle every aspect of their clients' charitable activity. Advisors & Consultants Philanthropic advisors and financial consultants who integrate charitable giving strategies into comprehensive client planning — backed by ECF's full infrastructure. Attorneys Entertainment, estate planning, and tax attorneys who rely on ECF to execute compliant charitable structures for their high-profile and high-net-worth clients. RIAs & CPAs Registered investment advisors and CPAs who want to deliver best-in-class philanthropic solutions and tax-optimized charitable strategies to discerning clients. Industries we specialize in Music & Talent Agents Sports Managers Wealth Managers Family Offices High-Net-Worth Clients Talent Agencies Health Care Technology Unparalleled Expertise Focus on doing good. Outsource the rest. Edward Charles Foundation offers unparalleled expertise, support, and resources surrounding the compliance of 501(c)(3)s. Our Commitment ECF assumes full responsibility for handling accounting, HR, reporting, legal, and compliance — transforming 501(c)(3) complexity into a safe and secure experience. Everything we cover Accounting Prowess Full-charge accounting managed end-to-end Bill Payment Payroll & W-2 Receivables Charitable Receipt Generation Monthly Financial Statements End of Year Reporting Domestic & International Grants W-9 and 1099 Reporting Management of Bank Accounts Bank Reconciliations Investment Account Reconciliations * Reporting for Non-Cash Charitable Gifts * Compliance & Governance Regulatory oversight, legal, and best practices General 501(c)(3) Administration Fundraising Rules & Regulations Governance & Reporting Human Resources Donor Advised Fund Rules Investment Rules Self-dealing Rules Compensation Rules Contract Review Educational Events International Grants Rules Charitable Gifts Deductibility Attorney General Rules Best Practices Do's & Don'ts Tips & Tricks for Doing Good The ECF Edge What makes us different Purpose-Built Technology Custom-developed from nearly two decades of experience in charitable accounting and regulatory compliance to streamline operations, reduce errors, and eliminate administrative friction — helping you and your clients do good without breaking the rules. Secure Client Dashboard Fully secure, customizable online portal with real-time account access, tailored reporting, and thoughtfully integrated AI-driven tools designed to enhance transparency and accuracy across every fund. Human-Centered Service Highly personalized, white-glove support from dedicated professionals who understand each client's unique mission and goals — responsive, relationship-driven, and always in your corner. Operational Confidence Technology and expertise working together to simplify complex workflows, support informed decision-making, and ensure regulatory alignment with best practice insight at the highest level. Focus on Impact By combining intuitive technology with responsive, relationship-driven service, ECF enables your clients to operate efficiently, stay informed, and focus their energy on maximizing meaningful impact. The Outsourced Platform We handle everything, so you don't have to ECF’s fully outsourced platform is unmatched — removing the operational burden and regulatory risk associated with managing 501(c)(3) charitable funds, all at a fair and reasonable cost. Compliance & Legal Full 501(c)(3) regulatory compliance, attorney general rules, fundraising regulations, and governance oversight — handled entirely by ECF's legal team. Full-Charge Accounting Bill payment, payroll, receivables, bank reconciliations, investment account reconciliations, and reporting for non-cash charitable gifts. Proprietary Technology Purpose-built software with secure client portal, real-time dashboards, AI integrations, automated reconciliations, and white-label capability. Disbursements & Grants Weekly checks, wires, and ACH disbursements. Domestic and international grants managed with full charity check verification and oversight. HR & Payroll Complete human resources infrastructure — payroll, W-2s, 1099 reporting, compensation rules compliance, and contract review managed end-to-end. Educational Events Ongoing philanthropic education — accelerator programs, webinars, events, and direct access to best practices from a team with 100+ years of combined experience. 501(c)(3) organizations are governed by complex and ever-evolving rules and regulations. Edward Charles Foundation assumes full responsibility for handling this, including accounting, HR, reporting, legal and compliance — transforming 501(c)(3) complexity into a safe and secure experience. Back-Office Services Everything ECF handles for you Risk Mitigation. Operational Outsourcing. Best Practices. Scaling Impact. Focus On Doing Good Outsource The Rest Fully Outsourced Governance & Oversight ECF assumes HR, fiduciary, administrative, and operational responsibility under our established 501(c)(3) framework so you and your clients can focus on having a positive philanthropic impact. Risk Reduction Protects against self-dealing issues, compensation issues, accounting errors, reporting deficiencies, governance failures, and tax compliance exposure. Transparent Reports Delivers clarity, financial oversight, and disciplined reporting that build trust with donors, advisors, partners, and your teams. Operational Efficiency Remo