Our Policies

For more information on Benefaction’s policies, please review our Forms & Documents.
Gift Acceptance Policy
Investment Policy

For a list of approved investment options for donor advised funds, click here:  Benefaction Approved List

Code of Ethics

Governed by integrity in our mission to enable benefactors to realize philanthropic objectives, Benefaction and its representatives adhere to the strict policy of professional practices and standards set out in the CAGP and APF codes of ethics.